SC
EL icon

Sierra Capital’s Estee Lauder EL Stock Holding History

Sierra 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
2023
Q1 		– Sell
-15
Closed -$4K – 296
2022
Q4 		$4K Hold
15
– – ﹤0.01% 421
2022
Q3 		$3K Sell
15
-222
-94% -$56.7K ﹤0.01% 464
2022
Q2 		$60K Sell
237
-69
-23% -$17.5K 0.01% 313
2022
Q1 		$83K Sell
306
-175
-36% -$52.7K 0.01% 306
2021
Q4 		$178K Buy
481
+10
+2% +$3.39K 0.03% 238
2021
Q3 		$141K Hold
471
– – 0.02% 234
2021
Q2 		$150K Hold
471
– – 0.03% 206
2021
Q1 		$137K Buy
+471
New +$129K 0.03% 217

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sierra Capital's EL Position: Q1 2023 in Review

Sierra Capital sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 15 shares — an estimated $4K sold.

Sierra Capital first reported a position in EL in Q1 2021 and held it in 8 quarters. The position peaked at $178K in Q4 2021. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Sierra Capital reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 15 Estee Lauder shares in Q1 2023, an estimated $4K.
  • Sierra Capital first reported a position in Estee Lauder in Q1 2021 and held it in 8 quarters.
  • Sierra Capital's Estee Lauder position peaked at $178K in Q4 2021.
  • 1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.