SMFG
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Sumitomo Mitsui Financial Group’s Estee Lauder EL Stock Holding History

Sumitomo Mitsui Financial Group’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
Q2 		– Sell
-770
Closed -$190K – 176
2023
Q1 		$190K Buy
+770
New +$196K 0.01% 131
2022
Q2 		– Sell
-6,893
Closed -$1.88M – 204
2022
Q1 		$1.88M Sell
6,893
-1,775
-20% -$534K 0.06% 108
2021
Q4 		$3.21M Buy
8,668
+984
+13% +$334K 0.09% 87
2021
Q3 		$2.32M Buy
7,684
+1,054
+16% +$344K 0.05% 96
2021
Q2 		$2.11M Buy
6,630
+1,526
+30% +$463K 0.05% 93
2021
Q1 		$1.48M Buy
5,104
+175
+4% +$47.9K 0.04% 94
2020
Q4 		$1.31M Buy
4,929
+541
+12% +$130K 0.03% 91
2020
Q3 		$958K Sell
4,388
-142
-3% -$29.2K 0.03% 93
2020
Q2 		$854K Sell
4,530
-2,252
-33% -$402K 0.03% 78
2020
Q1 		$1.08M Buy
6,782
+805
+13% +$155K 0.05% 78
2019
Q4 		$1.23M Buy
5,977
+317
+6% +$61.6K 0.1% 60
2019
Q3 		$1.13M Sell
5,660
-237
-4% -$45.3K 0.09% 59
2019
Q2 		$1.08M Sell
5,897
-481
-8% -$82.2K 0.09% 58
2019
Q1 		$1.06M Sell
6,378
-2,637
-29% -$387K 0.09% 59
2018
Q4 		$1.16M Sell
9,015
-465
-5% -$63.2K 0.07% 56
2018
Q3 		$1.38M Sell
9,480
-3,044
-24% -$423K 0.11% 48
2018
Q2 		$1.79M Buy
12,524
+5,441
+77% +$805K 0.18% 39
2018
Q1 		$1.06M Buy
+7,083
New +$981K 0.1% 51

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

Sumitomo Mitsui Financial Group's EL Position: Q2 2023 in Review

Sumitomo Mitsui Financial Group sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 770 shares — an estimated $190K sold.

Sumitomo Mitsui Financial Group first reported a position in EL in Q1 2018 and held it in 18 quarters. The position peaked at $3.21M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Sumitomo Mitsui Financial Group reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 770 Estee Lauder shares in Q2 2023, an estimated $190K.
  • Sumitomo Mitsui Financial Group first reported a position in Estee Lauder in Q1 2018 and held it in 18 quarters.
  • Sumitomo Mitsui Financial Group's Estee Lauder position peaked at $3.21M in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2023, filed 9 Aug 2023.