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Catamount Wealth Management’s Estee Lauder EL Stock Holding History

Catamount Wealth Management’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
2017
Q4 		– Sell
-500
Closed -$54K – 194
2017
Q3 		$54K Buy
+500
New +$51.3K 0.03% 74

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Catamount Wealth Management's EL Position: Q4 2017 in Review

Catamount Wealth Management sold out of Estee Lauder (EL) in Q4 2017, closing a stake of 500 shares — an estimated $54K sold.

Catamount Wealth Management first reported a position in EL in Q3 2017 and held it in 1 quarter. The position peaked at $54K in Q3 2017. 779 funds tracked by Wall St. Rank hold EL as of Q4 2017.

  • Catamount Wealth Management reported no remaining Estee Lauder position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 500 Estee Lauder shares in Q4 2017, an estimated $54K.
  • Catamount Wealth Management first reported a position in Estee Lauder in Q3 2017 and held it in 1 quarter.
  • Catamount Wealth Management's Estee Lauder position peaked at $54K in Q3 2017.
  • 779 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.