BA
EL icon

Boston Advisors’s Estee Lauder EL Stock Holding History

Boston 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
Q1 		– Sell
-9,876
Closed -$1.28M – 640
2018
Q4 		$1.28M Buy
9,876
+190
+2% +$25.8K 0.07% 270
2018
Q3 		$1.41M Buy
9,686
+40
+0.4% +$5.55K 0.06% 320
2018
Q2 		$1.38M Sell
9,646
-5,310
-36% -$786K 0.03% 320
2018
Q1 		$2.24M Buy
14,956
+1,145
+8% +$159K 0.06% 265
2017
Q4 		$1.76M Buy
13,811
+216
+2% +$25.9K 0.04% 291
2017
Q3 		$1.47M Buy
13,595
+260
+2% +$26.7K 0.03% 312
2017
Q2 		$1.28M Buy
+13,335
New +$1.22M 0.03% 346
2014
Q1 		– Sell
-10,481
Closed -$789K – 576
2013
Q4 		$789K Buy
10,481
+1,116
+12% +$80.8K 0.04% 289
2013
Q3 		$655K Buy
+9,365
New +$634K 0.03% 299

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

Boston Advisors's EL Position: Q1 2019 in Review

Boston Advisors sold out of Estee Lauder (EL) in Q1 2019, closing a stake of 9,876 shares — an estimated $1.28M sold.

Boston Advisors first reported a position in EL in Q3 2013 and held it in 9 quarters. The position peaked at $2.24M in Q1 2018. 880 funds tracked by Wall St. Rank hold EL as of Q1 2019.

  • Boston Advisors reported no remaining Estee Lauder position as of Q1 2019 after selling out during the quarter.
  • Boston Advisors sold 9,876 Estee Lauder shares in Q1 2019, an estimated $1.28M.
  • Boston Advisors first reported a position in Estee Lauder in Q3 2013 and held it in 9 quarters.
  • Boston Advisors's Estee Lauder position peaked at $2.24M in Q1 2018.
  • 880 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2019.

Based on Boston Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.