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Shelton Capital Management’s Estee Lauder EL Stock Holding History

Shelton Capital 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
2024
Q2 		– Sell
-1,427
Closed -$220K – 734
2024
Q1 		$220K Hold
1,427
– – 0.01% 676
2023
Q4 		$209K Sell
1,427
-100
-7% -$13.3K 0.01% 679
2023
Q3 		$221K Hold
1,527
– – 0.01% 610
2023
Q2 		$300K Sell
1,527
-3,000
-66% -$636K 0.01% 494
2023
Q1 		$1.12M Buy
4,527
+1,527
+51% +$388K 0.05% 233
2022
Q4 		$744K Sell
3,000
-5,089
-63% -$1.14M 0.08% 230
2022
Q3 		$1.75M Hold
8,089
– – 0.08% 208
2022
Q2 		$2.06M Hold
8,089
– – 0.09% 207
2022
Q1 		$2.2M Buy
8,089
+200
+3% +$60.2K 0.08% 220
2021
Q4 		$2.92M Hold
7,889
– – 0.1% 199
2021
Q3 		$2.37M Hold
7,889
– – 0.09% 211
2021
Q2 		$2.51M Buy
7,889
+6,400
+430% +$1.94M 0.09% 209
2021
Q1 		$433K Hold
1,489
– – 0.02% 421
2020
Q4 		$396K Sell
1,489
-9,173
-86% -$2.21M 0.02% 406
2020
Q3 		$2.33M Hold
10,662
– – 0.1% 236
2020
Q2 		$2.01M Sell
10,662
-100
-0.9% -$17.9K 0.11% 179
2020
Q1 		$1.72M Buy
10,762
+9,100
+548% +$1.76M 0.12% 156
2019
Q4 		$343K Sell
1,662
-338
-17% -$65.7K 0.02% 471
2019
Q3 		$398K Sell
2,000
-200
-9% -$38.2K 0.02% 416
2019
Q2 		$403K Buy
2,200
+1,703
+343% +$291K 0.02% 415
2019
Q1 		$3K Sell
497
-9,540
-95% -$1.4M 0.01% 723
2018
Q4 		$1.31M Buy
10,037
+300
+3% +$40.8K 0.09% 189
2018
Q3 		$1.42M Sell
9,737
-10,000
-51% -$1.39M 0.08% 202
2018
Q2 		$2.82M Buy
19,737
+1,200
+6% +$178K 0.18% 124
2018
Q1 		$2.77M Buy
18,537
+16,400
+767% +$2.27M 0.18% 118
2017
Q4 		$272K Hold
2,137
– – 0.02% 634
2017
Q3 		$230K Hold
2,137
– – 0.02% 721
2017
Q2 		$205K Buy
+2,137
New +$196K 0.01% 799
2016
Q2 		– Sell
-2,137
Closed -$202K – 763
2016
Q1 		$202K Buy
+2,137
New +$190K 0.02% 720

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Shelton Capital Management's EL Position: Q2 2024 in Review

Shelton Capital Management sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,427 shares — an estimated $220K sold.

Shelton Capital Management first reported a position in EL in Q1 2016 and held it in 29 quarters. The position peaked at $2.92M in Q4 2021. 990 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Shelton Capital Management reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Shelton Capital Management sold 1,427 Estee Lauder shares in Q2 2024, an estimated $220K.
  • Shelton Capital Management first reported a position in Estee Lauder in Q1 2016 and held it in 29 quarters.
  • Shelton Capital Management's Estee Lauder position peaked at $2.92M in Q4 2021.
  • 990 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Shelton Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.