CCM
EL icon

CrestPoint Capital Management’s Estee Lauder EL Stock Holding History

CrestPoint Capital 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 		$204K Buy
+1,600
New +$192K 0.11% 180
2015
Q1 		– Sell
-11,600
Closed -$884K – 227
2014
Q4 		$884K Hold
11,600
– – 0.48% 79
2014
Q3 		$867K Buy
+11,600
New +$873K 0.52% 76

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
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

CrestPoint Capital Management's EL Position: Q4 2017 in Review

CrestPoint Capital Management opened a new position in Estee Lauder (EL) in Q4 2017: 1,600 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #180 among its holdings. This is a return to the name: CrestPoint Capital Management previously reported a position in EL as recently as Q4 2014.

CrestPoint Capital Management first reported a position in EL in Q3 2014 and has held it in 3 quarters since. The position peaked at $884K in Q4 2014. 779 funds tracked by Wall St. Rank hold EL as of Q4 2017.

  • CrestPoint Capital Management held 1,600 shares of Estee Lauder worth $204K as of Q4 2017.
  • Estee Lauder was a new CrestPoint Capital Management position in Q4 2017.
  • Estee Lauder made up 0.11% of CrestPoint Capital Management's portfolio in Q4 2017, its #180 holding.
  • CrestPoint Capital Management first reported a position in Estee Lauder in Q3 2014 and has held it in 3 quarters since.
  • CrestPoint Capital Management's Estee Lauder position peaked at $884K in Q4 2014.
  • 779 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2017.

Based on CrestPoint Capital Management's 13F filing for Q4 2017, filed 17 Jan 2018.