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Bellwether Investment Group’s Estee Lauder EL Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-266
Closed -$23K – 229
2017
Q1 		$23K Sell
266
-30
-10% -$2.48K 0.06% 263
2016
Q4 		$23K Buy
+296
New +$24.1K 0.02% 407

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Bellwether Investment Group's EL Position: Q2 2017 in Review

Bellwether Investment Group sold out of Estee Lauder (EL) in Q2 2017, closing a stake of 266 shares — an estimated $23K sold.

Bellwether Investment Group first reported a position in EL in Q4 2016 and held it in 2 quarters. The position peaked at $23K in Q1 2017. 659 funds tracked by Wall St. Rank hold EL as of Q2 2017.

  • Bellwether Investment Group reported no remaining Estee Lauder position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 266 Estee Lauder shares in Q2 2017, an estimated $23K.
  • Bellwether Investment Group first reported a position in Estee Lauder in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Estee Lauder position peaked at $23K in Q1 2017.
  • 659 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.