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Sycomore Asset Management’s Estee Lauder EL Stock Holding History

Sycomore Asset 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
-226
Closed -$54K – 96
2022
Q4 		$54K Buy
226
+52
+30% +$11.6K 0.01% 94
2022
Q3 		$40K Hold
174
– – 0.01% 108
2022
Q2 		$45K Sell
174
-86
-33% -$21.8K 0.01% 107
2022
Q1 		$74K Hold
260
– – 0.01% 112
2021
Q4 		$96K Buy
+260
New +$88.2K 0.01% 110
2020
Q4 		– Sell
-17,000
Closed -$3.69M – 76
2020
Q3 		$3.69M Sell
17,000
-2,628
-13% -$541K 1.08% 27
2020
Q2 		$3.64M Buy
19,628
+9,553
+95% +$1.71M 1.63% 24
2020
Q1 		$1.6M Buy
+10,075
New +$1.94M 0.77% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sycomore Asset Management's EL Position: Q1 2023 in Review

Sycomore Asset Management sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 226 shares — an estimated $54K sold.

Sycomore Asset Management first reported a position in EL in Q1 2020 and held it in 8 quarters. The position peaked at $3.69M in Q3 2020. 1,232 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Sycomore Asset Management reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Sycomore Asset Management sold 226 Estee Lauder shares in Q1 2023, an estimated $54K.
  • Sycomore Asset Management first reported a position in Estee Lauder in Q1 2020 and held it in 8 quarters.
  • Sycomore Asset Management's Estee Lauder position peaked at $3.69M in Q3 2020.
  • 1,232 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Sycomore Asset Management's 13F filing for Q1 2023, filed 7 Apr 2023.