Doyle Wealth Management’s Estee Lauder EL Stock Holding History

Doyle 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
2019 Q3	–	Sell	-100	Closed	-$18K	–	348
2019 Q2	$18K	Buy	+100	New	+$17.1K	﹤0.01%	525

Other funds holding EL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Doyle Wealth Management's EL Position: Q3 2019 in Review

Doyle Wealth Management sold out of Estee Lauder (EL) in Q3 2019, closing a stake of 100 shares — an estimated $18K sold.

Doyle Wealth Management first reported a position in EL in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 958 funds tracked by Wall St. Rank hold EL as of Q3 2019.

Doyle Wealth Management reported no remaining Estee Lauder position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 100 Estee Lauder shares in Q3 2019, an estimated $18K.
Doyle Wealth Management first reported a position in Estee Lauder in Q2 2019 and held it in 1 quarter.
Doyle Wealth Management's Estee Lauder position peaked at $18K in Q2 2019.
958 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.