Wright Investors Service’s Estee Lauder EL Stock Holding History

Wright Investors Service’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	-3,541	Closed	-$695K	–	146
2023 Q2	$695K	Sell	3,541 -94	-3%	-$19.9K	0.2%	113
2023 Q1	$896K	Buy	+3,635	New	+$923K	0.25%	100
2019 Q4	–	Sell	-1,665	Closed	-$331K	–	147
2019 Q3	$331K	Hold	1,665	–	–	0.12%	133
2019 Q2	$305K	Sell	1,665 -1,770	-52%	-$302K	0.12%	137
2019 Q1	$569K	Sell	3,435 -586	-15%	-$86.1K	0.23%	98
2018 Q4	$523K	Sell	4,021 -7	-0.2%	-$951	0.22%	98
2018 Q3	$585K	Buy	+4,028	New	+$559K	0.21%	102
2016 Q3	–	Sell	-4,295	Closed	-$391K	–	209
2016 Q2	$391K	Hold	4,295	–	–	0.16%	169
2016 Q1	$405K	Buy	4,295 +1,505	+54%	+$134K	0.16%	168
2015 Q4	$246K	Hold	2,790	–	–	0.09%	229
2015 Q3	$225K	Buy	+2,790	New	+$234K	0.1%	208

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wright Investors Service's EL Position: Q3 2023 in Review

Wright Investors Service sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 3,541 shares — an estimated $695K sold.

Wright Investors Service first reported a position in EL in Q3 2015 and held it in 11 quarters. The position peaked at $896K in Q1 2023. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Wright Investors Service reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Wright Investors Service sold 3,541 Estee Lauder shares in Q3 2023, an estimated $695K.
Wright Investors Service first reported a position in Estee Lauder in Q3 2015 and held it in 11 quarters.
Wright Investors Service's Estee Lauder position peaked at $896K in Q1 2023.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Wright Investors Service's 13F filing for Q3 2023, filed 31 Oct 2023.