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Verus Capital Partners’s Estee Lauder EL Stock Holding History

Verus Capital 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
2023
Q2 		– Sell
-850
Closed -$209K – 304
2023
Q1 		$209K Buy
+850
New +$216K 0.03% 259
2020
Q1 		$288K Sell
1,810
-361
-17% -$69.7K 0.09% 138
2019
Q4 		$448K Buy
+2,171
New +$422K 0.15% 111

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Edgewood Management
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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

Verus Capital Partners's EL Position: Q2 2023 in Review

Verus Capital Partners sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 850 shares — an estimated $209K sold.

Verus Capital Partners first reported a position in EL in Q4 2019 and held it in 3 quarters. The position peaked at $448K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Verus Capital Partners reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Verus Capital Partners sold 850 Estee Lauder shares in Q2 2023, an estimated $209K.
  • Verus Capital Partners first reported a position in Estee Lauder in Q4 2019 and held it in 3 quarters.
  • Verus Capital Partners's Estee Lauder position peaked at $448K in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Verus Capital Partners's 13F filing for Q2 2023, filed 31 Jul 2023.