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Waratah Capital Advisors’s Estee Lauder EL Stock Holding History

Waratah Capital Advisors’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
-3,661
Closed -$564K – 140
2024
Q1 		$564K Buy
3,661
+1,757
+92% +$249K 0.02% 131
2023
Q4 		$278K Buy
+1,904
New +$253K 0.01% 124
2021
Q2 		– Sell
-10,612
Closed -$3.09M – 282
2021
Q1 		$3.09M Buy
+10,612
New +$2.91M 0.07% 97

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 $3.38T AUM 44.17% 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

Waratah Capital Advisors's EL Position: Q2 2024 in Review

Waratah Capital Advisors sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 3,661 shares — an estimated $564K sold.

Waratah Capital Advisors first reported a position in EL in Q1 2021 and held it in 3 quarters. The position peaked at $3.09M in Q1 2021. 991 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Waratah Capital Advisors reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Waratah Capital Advisors sold 3,661 Estee Lauder shares in Q2 2024, an estimated $564K.
  • Waratah Capital Advisors first reported a position in Estee Lauder in Q1 2021 and held it in 3 quarters.
  • Waratah Capital Advisors's Estee Lauder position peaked at $3.09M in Q1 2021.
  • 991 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Waratah Capital Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.