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Biltmore Wealth Management’s Estee Lauder EL Stock Holding History

Biltmore Wealth Management’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
2020
Q2 		– Sell
-7,827
Closed -$1.62M – 46
2020
Q1 		$1.62M Hold
7,827
– – 0.77% 14
2019
Q4 		$1.62M Buy
7,827
+626
+9% +$122K 0.77% 14
2019
Q3 		$1.43M Buy
7,201
+667
+10% +$128K 0.7% 14
2019
Q2 		$1.2M Buy
+6,534
New +$1.12M 0.6% 15

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Biltmore Wealth Management's EL Position: Q2 2020 in Review

Biltmore Wealth Management sold out of Estee Lauder (EL) in Q2 2020, closing a stake of 7,827 shares — an estimated $1.62M sold.

Biltmore Wealth Management first reported a position in EL in Q2 2019 and held it in 4 quarters. The position peaked at $1.62M in Q1 2020. 956 funds tracked by Wall St. Rank hold EL as of Q2 2020.

  • Biltmore Wealth Management reported no remaining Estee Lauder position as of Q2 2020 after selling out during the quarter.
  • Biltmore Wealth Management sold 7,827 Estee Lauder shares in Q2 2020, an estimated $1.62M.
  • Biltmore Wealth Management first reported a position in Estee Lauder in Q2 2019 and held it in 4 quarters.
  • Biltmore Wealth Management's Estee Lauder position peaked at $1.62M in Q1 2020.
  • 956 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2020.

Based on Biltmore Wealth Management's 13F filing for Q2 2020, filed 13 Jul 2020.