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Vantage Investment Partners’s Estee Lauder EL Stock Holding History

Vantage Investment Partners’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
2024
Q2 		– Sell
-242,933
Closed -$37.4M – 65
2024
Q1 		$37.4M Buy
242,933
+56,267
+30% +$7.98M 3.34% 12
2023
Q4 		$27.3M Buy
186,666
+161,227
+634% +$21.4M 2.72% 14
2023
Q3 		$3.68M Buy
25,439
+4,117
+19% +$686K 0.48% 50
2023
Q2 		$4.19M Buy
21,322
+15,041
+239% +$3.19M 0.54% 49
2023
Q1 		$1.55M Buy
+6,281
New +$1.6M 0.21% 53

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Vantage Investment Partners's EL Position: Q2 2024 in Review

Vantage Investment Partners sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 242,933 shares — an estimated $37.4M sold.

Vantage Investment Partners first reported a position in EL in Q1 2023 and held it in 5 quarters. The position peaked at $37.4M in Q1 2024. 991 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Vantage Investment Partners reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Vantage Investment Partners sold 242,933 Estee Lauder shares in Q2 2024, an estimated $37.4M.
  • Vantage Investment Partners first reported a position in Estee Lauder in Q1 2023 and held it in 5 quarters.
  • Vantage Investment Partners's Estee Lauder position peaked at $37.4M in Q1 2024.
  • 991 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Vantage Investment Partners's 13F filing for Q2 2024, filed 29 Jul 2024.