Acorn Wealth Advisors’s Estee Lauder EL Stock Holding History

Acorn Wealth 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
2018 Q2	–	Sell	-30	Closed	-$4K	–	604
2018 Q1	$4K	Hold	30	–	–	﹤0.01%	646
2017 Q4	$4K	Buy	+30	New	+$3.6K	﹤0.01%	617

Other funds holding EL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

FEF

Fundsmith Equity Fund Stamford, Connecticut $13.4B AUM

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acorn Wealth Advisors's EL Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Estee Lauder (EL) in Q2 2018, closing a stake of 30 shares — an estimated $4K sold.

Acorn Wealth Advisors first reported a position in EL in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 841 funds tracked by Wall St. Rank hold EL as of Q2 2018.

Acorn Wealth Advisors reported no remaining Estee Lauder position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 30 Estee Lauder shares in Q2 2018, an estimated $4K.
Acorn Wealth Advisors first reported a position in Estee Lauder in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Estee Lauder position peaked at $4K in Q1 2018.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.