British Steel Pension Fund’s Estee Lauder EL Stock Holding History

British Steel Pension Fund’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 Q1	–	Sell	-982	Closed	-$203K	–	73
2019 Q4	$203K	Hold	982	–	–	0.04%	79
2019 Q3	$195K	Sell	982 -690	-41%	-$132K	0.04%	77
2019 Q2	$306K	Sell	1,672 -1,828	-52%	-$312K	0.05%	84
2019 Q1	$579K	Buy	+3,500	New	+$514K	0.1%	86
2018 Q2	–	Sell	-13,619	Closed	-$1.73M	–	183
2018 Q1	$1.73M	Hold	13,619	–	–	0.2%	111
2017 Q4	$1.73M	Hold	13,619	–	–	0.2%	111
2017 Q3	$1.47M	Sell	13,619 -3,381	-20%	-$347K	0.18%	116
2017 Q2	$1.63M	Buy	+17,000	New	+$1.56M	0.18%	125
2015 Q2	$1.52M	Buy	+17,500	New	+$1.51M	0.15%	172
2015 Q1	–	Sell	-28,149	Closed	-$2.15M	–	200
2014 Q4	$2.15M	Hold	28,149	–	–	0.21%	146
2014 Q3	$2.1M	Sell	28,149 -1,851	-6%	-$139K	0.21%	146
2014 Q2	$2.23M	Buy	+30,000	New	+$2.2M	0.21%	150

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

British Steel Pension Fund's EL Position: Q1 2020 in Review

British Steel Pension Fund sold out of Estee Lauder (EL) in Q1 2020, closing a stake of 982 shares — an estimated $203K sold.

British Steel Pension Fund first reported a position in EL in Q2 2014 and held it in 12 quarters. The position peaked at $2.23M in Q2 2014. 946 funds tracked by Wall St. Rank hold EL as of Q1 2020.

British Steel Pension Fund reported no remaining Estee Lauder position as of Q1 2020 after selling out during the quarter.
British Steel Pension Fund sold 982 Estee Lauder shares in Q1 2020, an estimated $203K.
British Steel Pension Fund first reported a position in Estee Lauder in Q2 2014 and held it in 12 quarters.
British Steel Pension Fund's Estee Lauder position peaked at $2.23M in Q2 2014.
946 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.