AWM
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Altavista Wealth Management’s Estee Lauder EL Stock Holding History

Altavista Wealth Management’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
2016
Q4 		– Sell
-4,778
Closed -$423K – 127
2016
Q3 		$423K Sell
4,778
-55
-1% -$5.01K 0.23% 86
2016
Q2 		$440K Sell
4,833
-153
-3% -$14.3K 0.24% 82
2016
Q1 		$470K Sell
4,986
-689
-12% -$61.4K 0.27% 77
2015
Q4 		$500K Hold
5,675
– – 0.29% 73
2015
Q3 		$458K Sell
5,675
-75
-1% -$6.28K 0.3% 80
2015
Q2 		$498K Hold
5,750
– – 0.31% 77
2015
Q1 		$478K Sell
5,750
-180
-3% -$14.2K 0.29% 75
2014
Q4 		$448K Buy
5,930
+1,163
+24% +$85.9K 0.28% 79
2014
Q3 		$356K Sell
4,767
-1,493
-24% -$112K 0.23% 87
2014
Q2 		$465K Sell
6,260
-4,759
-43% -$350K 0.29% 77
2014
Q1 		$737K Sell
11,019
-148
-1% -$10.3K 0.45% 67
2013
Q4 		$841K Sell
11,167
-280
-2% -$20.3K 0.51% 61
2013
Q3 		$800K Sell
11,447
-315
-3% -$21.3K 0.52% 63
2013
Q2 		$774K Buy
+11,762
New +$802K 0.52% 62

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Altavista Wealth Management's EL Position: Q4 2016 in Review

Altavista Wealth Management sold out of Estee Lauder (EL) in Q4 2016, closing a stake of 4,778 shares — an estimated $423K sold.

Altavista Wealth Management first reported a position in EL in Q2 2013 and held it in 14 quarters. The position peaked at $841K in Q4 2013. 622 funds tracked by Wall St. Rank hold EL as of Q4 2016.

  • Altavista Wealth Management reported no remaining Estee Lauder position as of Q4 2016 after selling out during the quarter.
  • Altavista Wealth Management sold 4,778 Estee Lauder shares in Q4 2016, an estimated $423K.
  • Altavista Wealth Management first reported a position in Estee Lauder in Q2 2013 and held it in 14 quarters.
  • Altavista Wealth Management's Estee Lauder position peaked at $841K in Q4 2013.
  • 622 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2016.

Based on Altavista Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.