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Veery Capital’s Estee Lauder EL Stock Holding History

Veery 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
Q3 		– Sell
-1,154
Closed -$227K – 85
2023
Q2 		$227K Hold
1,154
– – 0.11% 73
2023
Q1 		$284K Hold
1,154
– – 0.15% 62
2022
Q4 		$286K Buy
1,154
+3
+0.3% +$670 0.17% 54
2022
Q3 		$249K Hold
1,151
– – 0.16% 54
2022
Q2 		$293K Buy
1,151
+2
+0.2% +$507 0.18% 55
2022
Q1 		$313K Sell
1,149
-5
-0.4% -$1.5K 0.17% 55
2021
Q4 		$427K Hold
1,154
– – 0.22% 51
2021
Q3 		$346K Buy
1,154
+1
+0.1% +$327 0.2% 56
2021
Q2 		$367K Hold
1,153
– – 0.21% 52
2021
Q1 		$335K Sell
1,153
-37
-3% -$10.1K 0.21% 50
2020
Q4 		$317K Buy
+1,190
New +$286K 0.21% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Veery Capital's EL Position: Q3 2023 in Review

Veery Capital sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,154 shares — an estimated $227K sold.

Veery Capital first reported a position in EL in Q4 2020 and held it in 11 quarters. The position peaked at $427K in Q4 2021. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Veery Capital reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Veery Capital sold 1,154 Estee Lauder shares in Q3 2023, an estimated $227K.
  • Veery Capital first reported a position in Estee Lauder in Q4 2020 and held it in 11 quarters.
  • Veery Capital's Estee Lauder position peaked at $427K in Q4 2021.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Veery Capital's 13F filing for Q3 2023, filed 13 Oct 2023.