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Telemus Capital’s Estee Lauder EL Stock Holding History

Telemus Capital’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
-1,665
Closed -$241K – 331
2023
Q3 		$241K Sell
1,665
-207
-11% -$34.5K 0.02% 281
2023
Q2 		$368K Buy
1,872
+93
+5% +$19.7K 0.03% 250
2023
Q1 		$438K Buy
1,779
+664
+60% +$169K 0.04% 231
2022
Q4 		$294K Sell
1,115
-63
-5% -$14.1K 0.03% 280
2022
Q3 		$254K Buy
1,178
+30
+3% +$7.66K 0.03% 273
2022
Q2 		$292K Buy
1,148
+50
+5% +$12.7K 0.03% 287
2022
Q1 		$299K Buy
1,098
+5
+0.5% +$1.5K 0.03% 280
2021
Q4 		$405K Buy
1,093
+11
+1% +$3.73K 0.03% 265
2021
Q3 		$325K Sell
1,082
-25
-2% -$8.17K 0.03% 268
2021
Q2 		$352K Buy
1,107
+122
+12% +$37K 0.03% 274
2021
Q1 		$291K Buy
985
+50
+5% +$13.7K 0.02% 328
2020
Q4 		$249K Hold
935
– – 0.02% 336
2020
Q3 		$210K Buy
+935
New +$192K 0.02% 408
2020
Q1 		– Sell
-1,338
Closed -$276K – 389
2019
Q4 		$276K Sell
1,338
-3
-0.2% -$583 0.02% 323
2019
Q3 		$267K Hold
1,341
– – 0.02% 327
2019
Q2 		$234K Sell
1,341
-28
-2% -$4.78K 0.02% 331
2019
Q1 		$227K Sell
1,369
-430
-24% -$63.2K 0.02% 383
2018
Q4 		$234K Buy
1,799
+16
+0.9% +$2.17K 0.02% 365
2018
Q3 		$259K Sell
1,783
-22
-1% -$3.05K 0.02% 390
2018
Q2 		$258K Hold
1,805
– – 0.02% 381
2018
Q1 		$271K Hold
1,805
– – 0.02% 362
2017
Q4 		$230K Buy
+1,805
New +$217K 0.02% 387
2017
Q3 		– Sell
-2,112
Closed -$203K – 331
2017
Q2 		$203K Buy
+2,112
New +$194K 0.02% 336

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Telemus Capital's EL Position: Q4 2023 in Review

Telemus Capital sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 1,665 shares — an estimated $241K sold.

Telemus Capital first reported a position in EL in Q2 2017 and held it in 23 quarters. The position peaked at $438K in Q1 2023. 1,035 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Telemus Capital reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Telemus Capital sold 1,665 Estee Lauder shares in Q4 2023, an estimated $241K.
  • Telemus Capital first reported a position in Estee Lauder in Q2 2017 and held it in 23 quarters.
  • Telemus Capital's Estee Lauder position peaked at $438K in Q1 2023.
  • 1,035 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.