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Seven Eight Capital’s Estee Lauder EL Stock Holding History

Seven Eight Capital’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 		– Sell
-23,891
Closed -$2.38M – 191
2024
Q3 		$2.38M Sell
23,891
-37,113
-61% -$3.52M 0.21% 144
2024
Q2 		$6.49M Buy
61,004
+36,603
+150% +$4.8M 0.68% 5
2024
Q1 		$3.76M Sell
24,401
-1,820
-7% -$258K 0.39% 65
2023
Q4 		$3.83M Buy
26,221
+17,872
+214% +$2.37M 0.44% 53
2023
Q3 		$1.21M Sell
8,349
-1,237
-13% -$206K 0.14% 199
2023
Q2 		$1.88M Buy
+9,586
New +$2.03M 0.31% 99
2022
Q2 		– Sell
-4,000
Closed -$1.09M – 447
2022
Q1 		$1.09M Buy
+4,000
New +$1.2M 0.15% 204
2020
Q4 		– Sell
-4,100
Closed -$895K – 470
2020
Q3 		$895K Buy
+4,100
New +$844K 0.19% 197
2020
Q2 		– Sell
-16,700
Closed -$2.66M – 398
2020
Q1 		$2.66M Buy
+16,700
New +$3.22M 0.68% 27
2019
Q4 		– Sell
-47,200
Closed -$9.39M – 659
2019
Q3 		$9.39M Buy
+47,200
New +$9.03M 0.5% 48
2019
Q2 		– Sell
-35,500
Closed -$5.88M – 624
2019
Q1 		$5.88M Sell
35,500
-34,100
-49% -$5.01M 0.31% 101
2018
Q4 		$9.05M Buy
69,600
+26,100
+60% +$3.55M 0.51% 57
2018
Q3 		$6.32M Buy
+43,500
New +$6.04M 0.38% 74
2018
Q1 		– Sell
-16,000
Closed -$2.04M – 411
2017
Q4 		$2.04M Sell
16,000
-17,800
-53% -$2.14M 0.21% 177
2017
Q3 		$3.65M Buy
33,800
+19,200
+132% +$1.97M 0.45% 69
2017
Q2 		$1.4M Sell
14,600
-2,500
-15% -$229K 0.2% 162
2017
Q1 		$1.45M Sell
17,100
-12,800
-43% -$1.06M 0.28% 124
2016
Q4 		$2.29M Buy
+29,900
New +$2.43M 0.46% 53
2016
Q3 		– Sell
-12,600
Closed -$1.15M – 401
2016
Q2 		$1.15M Buy
+12,600
New +$1.18M 0.39% 80
2014
Q1 		– Sell
-1,600
Closed -$121K – 338
2013
Q4 		$121K Buy
+1,600
New +$116K 0.13% 240

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Seven Eight Capital's EL Position: Q4 2024 in Review

Seven Eight Capital sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 23,891 shares — an estimated $2.38M sold.

Seven Eight Capital first reported a position in EL in Q4 2013 and held it in 20 quarters. The position peaked at $9.39M in Q3 2019. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Seven Eight Capital reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 23,891 Estee Lauder shares in Q4 2024, an estimated $2.38M.
  • Seven Eight Capital first reported a position in Estee Lauder in Q4 2013 and held it in 20 quarters.
  • Seven Eight Capital's Estee Lauder position peaked at $9.39M in Q3 2019.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.