Scott Investment Partners’s Estee Lauder EL Stock Holding History

Scott Investment Partners’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 Q3	$867K	Buy	6,000 +4,200	+233%	+$700K	1.99%	27
2023 Q2	$353K	Hold	1,800	–	–	0.79%	42
2023 Q1	$444K	Hold	1,800	–	–	1.02%	41
2022 Q4	$447K	Hold	1,800	–	–	1.08%	42
2022 Q3	$389K	Hold	1,800	–	–	1.05%	42
2022 Q2	$458K	Hold	1,800	–	–	0.3%	42
2022 Q1	$490K	Hold	1,800	–	–	0.29%	42
2021 Q4	$666K	Hold	1,800	–	–	0.42%	39
2021 Q3	$540K	Hold	1,800	–	–	0.37%	40
2021 Q2	$573K	Hold	1,800	–	–	0.4%	40
2021 Q1	$524K	Hold	1,800	–	–	0.39%	40
2020 Q4	$479K	Buy	+1,800	New	+$433K	0.38%	42

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Scott Investment Partners's EL Position: Q3 2023 in Review

Scott Investment Partners increased its Estee Lauder (EL) stake by 233% in Q3 2023, buying an estimated $700K and bringing the position to 6,000 shares worth $867K. The position accounts for 1.99% of the portfolio, ranked #27.

Scott Investment Partners first reported a position in EL in Q4 2020 and has held it in 12 quarters since. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Scott Investment Partners held 6,000 shares of Estee Lauder worth $867K as of Q3 2023.
Scott Investment Partners bought 4,200 Estee Lauder shares in Q3 2023, an estimated $700K.
Estee Lauder made up 1.99% of Scott Investment Partners's portfolio in Q3 2023, its #27 holding.
Scott Investment Partners first reported a position in Estee Lauder in Q4 2020 and has held it in 12 quarters since.
1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Scott Investment Partners's 13F filing for Q3 2023, filed 1 Nov 2023.