EIM
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Essex Investment Management’s Estee Lauder EL Stock Holding History

Essex Investment 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
2014
Q3 		– Sell
-2,932
Closed -$218K – 364
2014
Q2 		$218K Buy
+2,932
New +$215K 0.03% 330
2014
Q1 		– Sell
-3,895
Closed -$293K – 354
2013
Q4 		$293K Buy
3,895
+905
+30% +$65.5K 0.04% 319
2013
Q3 		$209K Buy
+2,990
New +$202K 0.03% 334

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MC
Montag & Caldwell Atlanta, Georgia $457M AUM 20.19% 1-Year Est. Return

Essex Investment Management's EL Position: Q3 2014 in Review

Essex Investment Management sold out of Estee Lauder (EL) in Q3 2014, closing a stake of 2,932 shares — an estimated $218K sold.

Essex Investment Management first reported a position in EL in Q3 2013 and held it in 3 quarters. The position peaked at $293K in Q4 2013. 518 funds tracked by Wall St. Rank hold EL as of Q3 2014.

  • Essex Investment Management reported no remaining Estee Lauder position as of Q3 2014 after selling out during the quarter.
  • Essex Investment Management sold 2,932 Estee Lauder shares in Q3 2014, an estimated $218K.
  • Essex Investment Management first reported a position in Estee Lauder in Q3 2013 and held it in 3 quarters.
  • Essex Investment Management's Estee Lauder position peaked at $293K in Q4 2013.
  • 518 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2014.

Based on Essex Investment Management's 13F filing for Q3 2014, filed 29 Oct 2014.