SSI Investment Management’s Estee Lauder EL Stock Holding History

SSI 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
2023 Q1	–	Sell	-825	Closed	-$205K	–	264
2022 Q4	$205K	Buy	+825	New	+$184K	0.01%	298

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

SSI Investment Management's EL Position: Q1 2023 in Review

SSI Investment Management sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 825 shares — an estimated $205K sold.

SSI Investment Management first reported a position in EL in Q4 2022 and held it in 1 quarter. The position peaked at $205K in Q4 2022. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

SSI Investment Management reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
SSI Investment Management sold 825 Estee Lauder shares in Q1 2023, an estimated $205K.
SSI Investment Management first reported a position in Estee Lauder in Q4 2022 and held it in 1 quarter.
SSI Investment Management's Estee Lauder position peaked at $205K in Q4 2022.
1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on SSI Investment Management's 13F filing for Q1 2023, filed 15 May 2023.