Advisory Research’s Estee Lauder EL Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-1,004	Closed	-$67K	–	433
2014 Q1	$67K	Buy	+1,004	New	+$69.8K	﹤0.01%	660

Other funds holding EL

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Montag & Caldwell Atlanta, Georgia $457M AUM 20.19% 1-Year Est. Return

IIS

Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM

Norges Bank Oslo, Norway $935B AUM

Advisory Research's EL Position: Q2 2014 in Review

Advisory Research sold out of Estee Lauder (EL) in Q2 2014, closing a stake of 1,004 shares — an estimated $67K sold.

Advisory Research first reported a position in EL in Q1 2014 and held it in 1 quarter. The position peaked at $67K in Q1 2014. 514 funds tracked by Wall St. Rank hold EL as of Q2 2014.

Advisory Research reported no remaining Estee Lauder position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,004 Estee Lauder shares in Q2 2014, an estimated $67K.
Advisory Research first reported a position in Estee Lauder in Q1 2014 and held it in 1 quarter.
Advisory Research's Estee Lauder position peaked at $67K in Q1 2014.
514 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.