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Sustainable Growth Advisers’s Estee Lauder EL Stock Holding History

Sustainable Growth Advisers’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
2020
Q3 		– Sell
-37,484
Closed -$7.07M – 58
2020
Q2 		$7.07M Hold
37,484
– – 0.05% 45
2020
Q1 		$5.97M Sell
37,484
-545,029
-94% -$105M 0.06% 44
2019
Q4 		$120M Sell
582,513
-229,778
-28% -$44.6M 1.13% 34
2019
Q3 		$162M Sell
812,291
-368,325
-31% -$70.4M 1.62% 32
2019
Q2 		$216M Sell
1,180,616
-70,853
-6% -$12.1M 2.22% 21
2019
Q1 		$207M Sell
1,251,469
-6,547
-0.5% -$962K 2.29% 18
2018
Q4 		$164M Buy
1,258,016
+33,750
+3% +$4.58M 2.12% 23
2018
Q3 		$178M Buy
1,224,266
+432,278
+55% +$60M 1.98% 25
2018
Q2 		$113M Buy
+791,988
New +$117M 1.34% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sustainable Growth Advisers's EL Position: Q3 2020 in Review

Sustainable Growth Advisers sold out of Estee Lauder (EL) in Q3 2020, closing a stake of 37,484 shares — an estimated $7.07M sold.

Sustainable Growth Advisers first reported a position in EL in Q2 2018 and held it in 9 quarters. The position peaked at $216M in Q2 2019. 976 funds tracked by Wall St. Rank hold EL as of Q3 2020.

  • Sustainable Growth Advisers reported no remaining Estee Lauder position as of Q3 2020 after selling out during the quarter.
  • Sustainable Growth Advisers sold 37,484 Estee Lauder shares in Q3 2020, an estimated $7.07M.
  • Sustainable Growth Advisers first reported a position in Estee Lauder in Q2 2018 and held it in 9 quarters.
  • Sustainable Growth Advisers's Estee Lauder position peaked at $216M in Q2 2019.
  • 976 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2020.

Based on Sustainable Growth Advisers's 13F filing for Q3 2020, filed 10 Nov 2020.