Family Management’s Estee Lauder EL Stock Holding History

Family 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
2016 Q4	–	Sell	-16,935	Closed	-$1.5M	–	71
2016 Q3	$1.5M	Buy	+16,935	New	+$1.54M	0.85%	36

Other funds holding EL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Family Management's EL Position: Q4 2016 in Review

Family Management sold out of Estee Lauder (EL) in Q4 2016, closing a stake of 16,935 shares — an estimated $1.5M sold.

Family Management first reported a position in EL in Q3 2016 and held it in 1 quarter. The position peaked at $1.5M in Q3 2016. 622 funds tracked by Wall St. Rank hold EL as of Q4 2016.

Family Management reported no remaining Estee Lauder position as of Q4 2016 after selling out during the quarter.
Family Management sold 16,935 Estee Lauder shares in Q4 2016, an estimated $1.5M.
Family Management first reported a position in Estee Lauder in Q3 2016 and held it in 1 quarter.
Family Management's Estee Lauder position peaked at $1.5M in Q3 2016.
622 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2016.

Based on Family Management's 13F filing for Q4 2016, filed 10 Feb 2017.