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Beacon Pointe Wealth Advisors’s Estee Lauder EL Stock Holding History

Beacon Pointe Wealth Advisors’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
Q4 		$283K Buy
+1,371
New +$266K 0.05% 225

Other funds holding EL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Beacon Pointe Wealth Advisors's EL Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in Estee Lauder (EL) in Q4 2019: 1,371 shares worth $283K. The stake represents 0.05% of the portfolio and ranks #225 among its holdings.

1,014 funds tracked by Wall St. Rank hold EL as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 1,371 shares of Estee Lauder worth $283K as of Q4 2019.
  • Estee Lauder was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • Estee Lauder made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #225 holding.
  • 1,014 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.