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Sarah T. Connolly’s Estee Lauder EL Stock Holding History

Sarah T. Connolly’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
2023
Q4 		– Sell
-5,508
Closed -$796K – 31
2023
Q3 		$796K Sell
5,508
-45
-0.8% -$7.5K 0.53% 55
2023
Q2 		$1.09M Sell
5,553
-1
-0% -$212 0.66% 55
2023
Q1 		$1.37M Sell
5,554
-194
-3% -$49.3K 0.87% 48
2022
Q4 		$1.43M Buy
5,748
+5
+0.1% +$1.12K 0.97% 42
2022
Q3 		$1.24M Sell
5,743
-1,274
-18% -$325K 0.91% 42
2022
Q2 		$1.79M Buy
7,017
+51
+0.7% +$12.9K 1.22% 27
2022
Q1 		$1.9M Buy
6,966
+304
+5% +$91.5K 1.11% 37
2021
Q4 		$2.47M Buy
6,662
+2,493
+60% +$846K 1.38% 30
2021
Q3 		$1.25M Sell
4,169
-59
-1% -$19.3K 1.03% 35
2021
Q2 		$1.34M Buy
4,228
+60
+1% +$18.2K 1.1% 38
2021
Q1 		$1.21M Sell
4,168
-25
-0.6% -$6.84K 1.08% 36
2020
Q4 		$1.12M Buy
+4,193
New +$1.01M 1.02% 39

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sarah T. Connolly's EL Position: Q4 2023 in Review

Sarah T. Connolly sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 5,508 shares — an estimated $796K sold.

Sarah T. Connolly first reported a position in EL in Q4 2020 and held it in 12 quarters. The position peaked at $2.47M in Q4 2021. 1,035 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Sarah T. Connolly reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 5,508 Estee Lauder shares in Q4 2023, an estimated $796K.
  • Sarah T. Connolly first reported a position in Estee Lauder in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Estee Lauder position peaked at $2.47M in Q4 2021.
  • 1,035 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.