Caldwell & Orkin’s Estee Lauder EL Stock Holding History

Caldwell & Orkin’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
2013 Q3	–	Sell	-24,400	Closed	-$1.6M	–	82
2013 Q2	$1.6M	Buy	+24,400	New	+$1.66M	0.88%	43

Other funds holding EL

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Montag & Caldwell Atlanta, Georgia $457M AUM 20.19% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Caldwell & Orkin's EL Position: Q3 2013 in Review

Caldwell & Orkin sold out of Estee Lauder (EL) in Q3 2013, closing a stake of 24,400 shares — an estimated $1.6M sold.

Caldwell & Orkin first reported a position in EL in Q2 2013 and held it in 1 quarter. The position peaked at $1.6M in Q2 2013. 477 funds tracked by Wall St. Rank hold EL as of Q3 2013.

Caldwell & Orkin reported no remaining Estee Lauder position as of Q3 2013 after selling out during the quarter.
Caldwell & Orkin sold 24,400 Estee Lauder shares in Q3 2013, an estimated $1.6M.
Caldwell & Orkin first reported a position in Estee Lauder in Q2 2013 and held it in 1 quarter.
Caldwell & Orkin's Estee Lauder position peaked at $1.6M in Q2 2013.
477 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2013.

Based on Caldwell & Orkin's 13F filing for Q3 2013, filed 7 Nov 2013.