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Camarda Financial Advisors’s Estee Lauder EL Stock Holding History

Camarda Financial 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
Q3 		– Sell
-7
Closed -$1K – 165
2019
Q2 		$1K Hold
7
– – ﹤0.01% 401
2019
Q1 		$1K Buy
+7
New +$1.03K ﹤0.01% 437
2017
Q1 		– Sell
-14,490
Closed -$1.11M – 199
2016
Q4 		$1.11M Sell
14,490
-543
-4% -$44.1K 0.75% 57
2016
Q3 		$1.33M Buy
+15,033
New +$1.37M 0.81% 54
2015
Q2 		– Sell
-16
Closed -$1K – 230
2015
Q1 		$1K Hold
16
– – ﹤0.01% 235
2014
Q4 		$1K Hold
16
– – ﹤0.01% 253
2014
Q3 		$1K Hold
16
– – ﹤0.01% 200
2014
Q2 		$1K Hold
16
– – ﹤0.01% 204
2014
Q1 		$1K Hold
16
– – ﹤0.01% 186
2013
Q4 		$1K Buy
+16
New +$1.16K ﹤0.01% 170

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Camarda Financial Advisors's EL Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Estee Lauder (EL) in Q3 2019, closing a stake of 7 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in EL in Q4 2013 and held it in 10 quarters. The position peaked at $1.33M in Q3 2016. 958 funds tracked by Wall St. Rank hold EL as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Estee Lauder position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 7 Estee Lauder shares in Q3 2019, an estimated $1K.
  • Camarda Financial Advisors first reported a position in Estee Lauder in Q4 2013 and held it in 10 quarters.
  • Camarda Financial Advisors's Estee Lauder position peaked at $1.33M in Q3 2016.
  • 958 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.