EC
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Eachwin Capital’s Estee Lauder EL Stock Holding History

Eachwin Capital’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
2016
Q3 		$479K Hold
5,410
– – 0.44% 69
2016
Q2 		$492K Hold
5,410
– – 0.47% 60
2016
Q1 		$510K Sell
5,410
-190
-3% -$16.9K 0.49% 42
2015
Q4 		$493K Buy
+5,600
New +$477K 0.49% 49

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Eachwin Capital's EL Position: Q3 2016 in Review

Eachwin Capital held its Estee Lauder (EL) position steady in Q3 2016 at 5,410 shares worth $479K. The position accounts for 0.44% of the portfolio, ranked #69.

Eachwin Capital first reported a position in EL in Q4 2015 and has held it in 4 quarters since. The position peaked at $510K in Q1 2016. 614 funds tracked by Wall St. Rank hold EL as of Q3 2016.

  • Eachwin Capital held 5,410 shares of Estee Lauder worth $479K as of Q3 2016.
  • Eachwin Capital left its Estee Lauder share count unchanged in Q3 2016.
  • Estee Lauder made up 0.44% of Eachwin Capital's portfolio in Q3 2016, its #69 holding.
  • Eachwin Capital first reported a position in Estee Lauder in Q4 2015 and has held it in 4 quarters since.
  • Eachwin Capital's Estee Lauder position peaked at $510K in Q1 2016.
  • 614 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2016.

Based on Eachwin Capital's 13F filing for Q3 2016, filed 14 Nov 2016.