AWMF
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Arbor Wealth Management (Florida)’s Estee Lauder EL Stock Holding History

Arbor Wealth Management (Florida)’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
2019
Q3 		– Sell
-322
Closed -$59K – 94
2019
Q2 		$59K Sell
322
-1
-0.3% -$171 0.03% 77
2019
Q1 		$53K Buy
+323
New +$47.4K 0.03% 79

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arbor Wealth Management (Florida)'s EL Position: Q3 2019 in Review

Arbor Wealth Management (Florida) sold out of Estee Lauder (EL) in Q3 2019, closing a stake of 322 shares — an estimated $59K sold.

Arbor Wealth Management (Florida) first reported a position in EL in Q1 2019 and held it in 2 quarters. The position peaked at $59K in Q2 2019. 959 funds tracked by Wall St. Rank hold EL as of Q3 2019.

  • Arbor Wealth Management (Florida) reported no remaining Estee Lauder position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 322 Estee Lauder shares in Q3 2019, an estimated $59K.
  • Arbor Wealth Management (Florida) first reported a position in Estee Lauder in Q1 2019 and held it in 2 quarters.
  • Arbor Wealth Management (Florida)'s Estee Lauder position peaked at $59K in Q2 2019.
  • 959 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2019.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q3 2019, filed 6 Nov 2019.