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WD Rutherford’s Estee Lauder EL Stock Holding History

WD Rutherford’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
-4,345
Closed -$853K – 76
2023
Q2 		$853K Sell
4,345
-265
-6% -$56.2K 0.55% 45
2023
Q1 		$1.14M Sell
4,610
-20
-0.4% -$5.08K 0.8% 39
2022
Q4 		$1.15M Sell
4,630
-1,195
-21% -$267K 0.9% 37
2022
Q3 		$1.26M Sell
5,825
-85
-1% -$21.7K 1.01% 38
2022
Q2 		$1.5M Sell
5,910
-65
-1% -$16.5K 1.16% 35
2022
Q1 		$1.63M Hold
5,975
– – 0.93% 41
2021
Q4 		$2.21M Buy
5,975
+10
+0.2% +$3.39K 1.12% 38
2021
Q3 		$1.79M Sell
5,965
-135
-2% -$44.1K 0.97% 39
2021
Q2 		$1.94M Buy
6,100
+20
+0.3% +$6.06K 1.08% 37
2021
Q1 		$1.77M Buy
6,080
+570
+10% +$156K 1.1% 37
2020
Q4 		$1.47M Buy
+5,510
New +$1.33M 0.93% 38

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

WD Rutherford's EL Position: Q3 2023 in Review

WD Rutherford sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 4,345 shares — an estimated $853K sold.

WD Rutherford first reported a position in EL in Q4 2020 and held it in 11 quarters. The position peaked at $2.21M in Q4 2021. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • WD Rutherford reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • WD Rutherford sold 4,345 Estee Lauder shares in Q3 2023, an estimated $853K.
  • WD Rutherford first reported a position in Estee Lauder in Q4 2020 and held it in 11 quarters.
  • WD Rutherford's Estee Lauder position peaked at $2.21M in Q4 2021.
  • 1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on WD Rutherford's 13F filing for Q3 2023, filed 24 Oct 2023.