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Archford Capital Strategies’s Estee Lauder EL Stock Holding History

Archford Capital Strategies’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
-116
Closed -$21K – 308
2019
Q2 		$21K Hold
116
– – 0.01% 346
2019
Q1 		$19K Hold
116
– – 0.01% 347
2018
Q4 		$15K Hold
116
– – 0.01% 345
2018
Q3 		$17K Hold
116
– – 0.01% 378
2018
Q2 		$17K Buy
116
+60
+107% +$8.88K 0.01% 385
2018
Q1 		$7K Buy
+56
New +$7.75K ﹤0.01% 351
2017
Q2 		– Sell
-56
Closed -$5K – 315
2017
Q1 		$5K Sell
56
-29
-34% -$2.4K ﹤0.01% 464
2016
Q4 		$6K Hold
85
– – ﹤0.01% 397
2016
Q3 		$6K Buy
85
+27
+47% +$2.46K ﹤0.01% 398
2016
Q2 		$6K Buy
+58
New +$5.41K ﹤0.01% 444
2016
Q1 		– Sell
-58
Closed -$6K – 296
2015
Q4 		$6K Hold
58
– – ﹤0.01% 517
2015
Q3 		$4K Buy
58
+29
+100% +$2.43K ﹤0.01% 461
2015
Q2 		$3K Buy
29
+13
+81% +$1.12K ﹤0.01% 426
2015
Q1 		$1.33K Hold
16
– – ﹤0.01% 605
2014
Q4 		$1K Hold
16
– – ﹤0.01% 608
2014
Q3 		$1K Hold
16
– – ﹤0.01% 607
2014
Q2 		$1.19K Buy
+16
New +$1.18K ﹤0.01% 768

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Archford Capital Strategies's EL Position: Q3 2019 in Review

Archford Capital Strategies sold out of Estee Lauder (EL) in Q3 2019, closing a stake of 116 shares — an estimated $21K sold.

Archford Capital Strategies first reported a position in EL in Q2 2014 and held it in 17 quarters. The position peaked at $21K in Q2 2019. 958 funds tracked by Wall St. Rank hold EL as of Q3 2019.

  • Archford Capital Strategies reported no remaining Estee Lauder position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 116 Estee Lauder shares in Q3 2019, an estimated $21K.
  • Archford Capital Strategies first reported a position in Estee Lauder in Q2 2014 and held it in 17 quarters.
  • Archford Capital Strategies's Estee Lauder position peaked at $21K in Q2 2019.
  • 958 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.