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Sumitomo Life Insurance’s Estee Lauder EL Stock Holding History

Sumitomo Life Insurance’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
Q4 		– Sell
-6,887
Closed -$996K – 259
2023
Q3 		$996K Sell
6,887
-2,898
-30% -$483K 0.03% 171
2023
Q2 		$1.92M Sell
9,785
-9
-0.1% -$1.91K 0.08% 100
2023
Q1 		$2.41M Sell
9,794
-56
-0.6% -$14.2K 0.2% 72
2022
Q4 		$2.44M Sell
9,850
-153
-2% -$34.2K 0.18% 65
2022
Q3 		$2.16M Sell
10,003
-109
-1% -$27.8K 0.09% 69
2022
Q2 		$2.58M Buy
10,112
+400
+4% +$101K 0.07% 69
2022
Q1 		$2.65M Sell
9,712
-132
-1% -$39.7K 0.07% 83
2021
Q4 		$3.64M Sell
9,844
-293
-3% -$99.4K 0.09% 59
2021
Q3 		$3.04M Buy
10,137
+4,196
+71% +$1.37M 0.08% 66
2021
Q2 		$1.89M Sell
5,941
-1,235
-17% -$374K 0.06% 128
2021
Q1 		$2.09M Sell
7,176
-228
-3% -$62.4K 0.08% 120
2020
Q4 		$1.97M Sell
7,404
-1,286
-15% -$309K 0.08% 121
2020
Q3 		$1.9M Buy
8,690
+1,817
+26% +$374K 0.09% 127
2020
Q2 		$1.3M Sell
6,873
-547
-7% -$97.7K 0.07% 180
2020
Q1 		$1.18M Buy
7,420
+38
+0.5% +$7.33K 0.08% 170
2019
Q4 		$1.52M Buy
7,382
+470
+7% +$91.3K 0.17% 180
2019
Q3 		$1.38M Sell
6,912
-787
-10% -$150K 0.18% 179
2019
Q2 		$1.41M Sell
7,699
-5,935
-44% -$1.01M 0.17% 183
2019
Q1 		$2.26M Sell
13,634
-1,503
-10% -$221K 0.3% 105
2018
Q4 		$1.97M Buy
15,137
+2,367
+19% +$322K 0.27% 117
2018
Q3 		$1.86M Sell
12,770
-1,891
-13% -$263K 0.22% 138
2018
Q2 		$2.09M Buy
14,661
+1,247
+9% +$185K 0.26% 126
2018
Q1 		$2.01M Sell
13,414
-601
-4% -$83.2K 0.27% 127
2017
Q4 		$1.78M Sell
14,015
-521
-4% -$62.6K 0.22% 153
2017
Q3 		$1.57M Buy
+14,536
New +$1.49M 0.2% 174

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sumitomo Life Insurance's EL Position: Q4 2023 in Review

Sumitomo Life Insurance sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 6,887 shares — an estimated $996K sold.

Sumitomo Life Insurance first reported a position in EL in Q3 2017 and held it in 25 quarters. The position peaked at $3.64M in Q4 2021. 1,035 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Sumitomo Life Insurance reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Sumitomo Life Insurance sold 6,887 Estee Lauder shares in Q4 2023, an estimated $996K.
  • Sumitomo Life Insurance first reported a position in Estee Lauder in Q3 2017 and held it in 25 quarters.
  • Sumitomo Life Insurance's Estee Lauder position peaked at $3.64M in Q4 2021.
  • 1,035 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Sumitomo Life Insurance's 13F filing for Q4 2023, filed 30 Jan 2024.