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Beck Mack & Oliver’s Estee Lauder EL Stock Holding History

Beck Mack & Oliver’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
2015
Q3 		– Sell
-3,950
Closed -$342K – 333
2015
Q2 		$342K Hold
3,950
– – 0.01% 261
2015
Q1 		$328K Buy
3,950
+350
+10% +$27.6K 0.01% 270
2014
Q4 		$274K Hold
3,600
– – 0.01% 295
2014
Q3 		$269K Hold
3,600
– – 0.01% 299
2014
Q2 		$267K Sell
3,600
-362
-9% -$26.6K 0.01% 307
2014
Q1 		$265K Hold
3,962
– – 0.01% 292
2013
Q4 		$298K Hold
3,962
– – 0.01% 288
2013
Q3 		$277K Hold
3,962
– – 0.01% 285
2013
Q2 		$261K Buy
+3,962
New +$270K 0.01% 290

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Beck Mack & Oliver's EL Position: Q3 2015 in Review

Beck Mack & Oliver sold out of Estee Lauder (EL) in Q3 2015, closing a stake of 3,950 shares — an estimated $342K sold.

Beck Mack & Oliver first reported a position in EL in Q2 2013 and held it in 9 quarters. The position peaked at $342K in Q2 2015. 566 funds tracked by Wall St. Rank hold EL as of Q3 2015.

  • Beck Mack & Oliver reported no remaining Estee Lauder position as of Q3 2015 after selling out during the quarter.
  • Beck Mack & Oliver sold 3,950 Estee Lauder shares in Q3 2015, an estimated $342K.
  • Beck Mack & Oliver first reported a position in Estee Lauder in Q2 2013 and held it in 9 quarters.
  • Beck Mack & Oliver's Estee Lauder position peaked at $342K in Q2 2015.
  • 566 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2015.

Based on Beck Mack & Oliver's 13F filing for Q3 2015, filed 2 Nov 2015.