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Sheets Smith Investment Management’s Estee Lauder EL Stock Holding History

Sheets Smith Investment Management’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
2022
Q1 		– Sell
-4,274
Closed -$1.58M – 46
2021
Q4 		$1.58M Buy
+4,274
New +$1.45M 1.12% 26

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sheets Smith Investment Management's EL Position: Q1 2022 in Review

Sheets Smith Investment Management sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 4,274 shares — an estimated $1.58M sold.

Sheets Smith Investment Management first reported a position in EL in Q4 2021 and held it in 1 quarter. The position peaked at $1.58M in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • Sheets Smith Investment Management reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • Sheets Smith Investment Management sold 4,274 Estee Lauder shares in Q1 2022, an estimated $1.58M.
  • Sheets Smith Investment Management first reported a position in Estee Lauder in Q4 2021 and held it in 1 quarter.
  • Sheets Smith Investment Management's Estee Lauder position peaked at $1.58M in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Sheets Smith Investment Management's 13F filing for Q1 2022, filed 29 Apr 2022.