River Global Investors’s Estee Lauder EL Stock Holding History

River Global Investors’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$826K	Sell	11,019 -3,646	-25%	-$288K	0.16%	114
2024 Q3	$1.46M	Buy	14,665 +2,573	+21%	+$244K	0.31%	97
2024 Q2	$1.29M	Sell	12,092 -170	-1%	-$22.3K	0.35%	96
2024 Q1	$1.89M	Buy	12,262 +7,032	+134%	+$998K	0.47%	65
2023 Q4	$765K	Buy	5,230 +1,890	+57%	+$251K	0.15%	178
2023 Q3	$483K	Buy	+3,340	New	+$557K	0.11%	184
2023 Q2	–	Sell	-2,904	Closed	-$716K	–	201
2023 Q1	$716K	Buy	2,904 +930	+47%	+$236K	0.15%	160
2022 Q4	$490K	Buy	+1,974	New	+$441K	0.11%	169

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

River Global Investors's EL Position: Q4 2024 in Review

River Global Investors reduced its Estee Lauder (EL) stake by 25% in Q4 2024, selling an estimated $288K and leaving 11,019 shares worth $826K. The position accounts for 0.16% of the portfolio, ranked #114.

River Global Investors first reported a position in EL in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.89M in Q1 2024. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

River Global Investors held 11,019 shares of Estee Lauder worth $826K as of Q4 2024.
River Global Investors sold 3,646 Estee Lauder shares in Q4 2024, an estimated $288K.
Estee Lauder made up 0.16% of River Global Investors's portfolio in Q4 2024, its #114 holding.
River Global Investors first reported a position in Estee Lauder in Q4 2022 and has held it in 8 quarters since.
River Global Investors's Estee Lauder position peaked at $1.89M in Q1 2024.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.