FDO Partners’s Estee Lauder EL Stock Holding History

FDO Partners’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
2018 Q1	–	Sell	-10,191	Closed	-$1.3M	–	34
2017 Q4	$1.3M	Buy	+10,191	New	+$1.22M	1.11%	18
2017 Q1	–	Sell	-5,436	Closed	-$416K	–	237
2016 Q4	$416K	Sell	5,436 -22,337	-80%	-$1.82M	0.17%	165
2016 Q3	$2.46M	Buy	+27,773	New	+$2.53M	1.06%	23
2016 Q2	–	Sell	-17,253	Closed	-$1.63M	–	213
2016 Q1	$1.63M	Buy	+17,253	New	+$1.54M	1.06%	4

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

FDO Partners's EL Position: Q1 2018 in Review

FDO Partners sold out of Estee Lauder (EL) in Q1 2018, closing a stake of 10,191 shares — an estimated $1.3M sold.

FDO Partners first reported a position in EL in Q1 2016 and held it in 4 quarters. The position peaked at $2.46M in Q3 2016. 794 funds tracked by Wall St. Rank hold EL as of Q1 2018.

FDO Partners reported no remaining Estee Lauder position as of Q1 2018 after selling out during the quarter.
FDO Partners sold 10,191 Estee Lauder shares in Q1 2018, an estimated $1.3M.
FDO Partners first reported a position in Estee Lauder in Q1 2016 and held it in 4 quarters.
FDO Partners's Estee Lauder position peaked at $2.46M in Q3 2016.
794 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.