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Sustainable Insight Capital Management’s Estee Lauder EL Stock Holding History

Sustainable Insight Capital 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
Q2 		– Sell
-2,521
Closed -$621K – 69
2023
Q1 		$621K Buy
+2,521
New +$640K 0.62% 42
2022
Q3 		– Sell
-1,087
Closed -$280K – 113
2022
Q2 		$280K Sell
1,087
-24,100
-96% -$6.11M 0.28% 81
2022
Q1 		$6.86M Buy
25,187
+1,899
+8% +$571K 4.88% 7
2021
Q4 		$8.62M Sell
23,288
-567
-2% -$192K 4.63% 8
2021
Q3 		$7.16M Buy
23,855
+20,003
+519% +$6.53M 4.59% 4
2021
Q2 		$1.23M Sell
3,852
-21,989
-85% -$6.67M 0.73% 28
2021
Q1 		$7.52M Sell
25,841
-414
-2% -$113K 5% 6
2020
Q4 		$6.99M Buy
+26,255
New +$6.32M 4.77% 2
2020
Q1 		$375K Buy
+2,354
New +$454K 0.52% 33
2019
Q2 		– Sell
-11,400
Closed -$1.89M – 67
2019
Q1 		$1.89M Sell
11,400
-10,127
-47% -$1.49M 2.43% 10
2018
Q4 		$2.8M Sell
21,527
-13,005
-38% -$1.77M 3.64% 11
2018
Q3 		$5.02M Sell
34,532
-10,398
-23% -$1.44M 3.27% 14
2018
Q2 		$6.41M Buy
44,930
+12,030
+37% +$1.78M 2.44% 20
2018
Q1 		$4.93M Buy
+32,900
New +$4.56M 1.95% 22

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

Sustainable Insight Capital Management's EL Position: Q2 2023 in Review

Sustainable Insight Capital Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 2,521 shares — an estimated $621K sold.

Sustainable Insight Capital Management first reported a position in EL in Q1 2018 and held it in 14 quarters. The position peaked at $8.62M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Sustainable Insight Capital Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 2,521 Estee Lauder shares in Q2 2023, an estimated $621K.
  • Sustainable Insight Capital Management first reported a position in Estee Lauder in Q1 2018 and held it in 14 quarters.
  • Sustainable Insight Capital Management's Estee Lauder position peaked at $8.62M in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.