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Asset Planning Services (Pennsylvania)’s Estee Lauder EL Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q1 		– Sell
-67
Closed -$9K – 263
2018
Q4 		$9K Hold
67
– – ﹤0.01% 203
2018
Q3 		$10K Hold
67
– – ﹤0.01% 201
2018
Q2 		$10K Sell
67
-33
-33% -$4.88K ﹤0.01% 199
2018
Q1 		$15K Hold
100
– – 0.01% 182
2017
Q4 		$13K Hold
100
– – 0.01% 192
2017
Q3 		$11K Hold
100
– – 0.01% 220
2017
Q2 		$10K Hold
100
– – 0.01% 223
2017
Q1 		$8K Hold
100
– – 0.01% 232
2016
Q4 		$8K Buy
+100
New +$8.13K 0.01% 208

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s EL Position: Q1 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Estee Lauder (EL) in Q1 2019, closing a stake of 67 shares — an estimated $9K sold.

Asset Planning Services (Pennsylvania) first reported a position in EL in Q4 2016 and held it in 9 quarters. The position peaked at $15K in Q1 2018. 880 funds tracked by Wall St. Rank hold EL as of Q1 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Estee Lauder position as of Q1 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 67 Estee Lauder shares in Q1 2019, an estimated $9K.
  • Asset Planning Services (Pennsylvania) first reported a position in Estee Lauder in Q4 2016 and held it in 9 quarters.
  • Asset Planning Services (Pennsylvania)'s Estee Lauder position peaked at $15K in Q1 2018.
  • 880 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2019, filed 8 May 2019.