Calton & Associates’s Estee Lauder EL Stock Holding History

Calton & Associates’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
2018 Q4	–	Sell	-1,936	Closed	-$281K	–	245
2018 Q3	$281K	Buy	1,936 +254	+15%	+$35.3K	0.08%	209
2018 Q2	$224K	Buy	+1,682	New	+$249K	0.07%	248

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calton & Associates's EL Position: Q4 2018 in Review

Calton & Associates sold out of Estee Lauder (EL) in Q4 2018, closing a stake of 1,936 shares — an estimated $281K sold.

Calton & Associates first reported a position in EL in Q2 2018 and held it in 2 quarters. The position peaked at $281K in Q3 2018. 827 funds tracked by Wall St. Rank hold EL as of Q4 2018.

Calton & Associates reported no remaining Estee Lauder position as of Q4 2018 after selling out during the quarter.
Calton & Associates sold 1,936 Estee Lauder shares in Q4 2018, an estimated $281K.
Calton & Associates first reported a position in Estee Lauder in Q2 2018 and held it in 2 quarters.
Calton & Associates's Estee Lauder position peaked at $281K in Q3 2018.
827 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2018.

Based on Calton & Associates's 13F filing for Q4 2018, filed 11 Feb 2019.