EWM
EL icon

Executive Wealth Management’s Estee Lauder EL Stock Holding History

Executive 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
-29
Closed -$5K – 325
2019
Q2 		$5K Hold
29
– – ﹤0.01% 709
2019
Q1 		$5K Buy
29
+24
+480% +$3.52K ﹤0.01% 641
2018
Q4 		$1K Buy
+5
New +$679 ﹤0.01% 814

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Executive Wealth Management sold out of Estee Lauder (EL) in Q3 2019, closing a stake of 29 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in EL in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 958 funds tracked by Wall St. Rank hold EL as of Q3 2019.

  • Executive Wealth Management reported no remaining Estee Lauder position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 29 Estee Lauder shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Estee Lauder in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Estee Lauder position peaked at $5K in Q2 2019.
  • 958 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.