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Ferris Capital’s Estee Lauder EL Stock Holding History

Ferris 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
2019
Q2 		– Sell
-230
Closed -$38K – 301
2019
Q1 		$38K Sell
230
-30
-12% -$4.41K 0.01% 291
2018
Q4 		$34K Hold
260
– – 0.02% 280
2018
Q3 		$38K Sell
260
-37
-12% -$5.14K 0.02% 288
2018
Q2 		$42K Hold
297
– – 0.02% 270
2018
Q1 		$44K Buy
+297
New +$41.1K 0.02% 295
2017
Q3 		– Sell
-285
Closed -$27K – 281
2017
Q2 		$27K Buy
+285
New +$26.2K 0.01% 319

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ferris Capital's EL Position: Q2 2019 in Review

Ferris Capital sold out of Estee Lauder (EL) in Q2 2019, closing a stake of 230 shares — an estimated $38K sold.

Ferris Capital first reported a position in EL in Q2 2017 and held it in 6 quarters. The position peaked at $44K in Q1 2018. 896 funds tracked by Wall St. Rank hold EL as of Q2 2019.

  • Ferris Capital reported no remaining Estee Lauder position as of Q2 2019 after selling out during the quarter.
  • Ferris Capital sold 230 Estee Lauder shares in Q2 2019, an estimated $38K.
  • Ferris Capital first reported a position in Estee Lauder in Q2 2017 and held it in 6 quarters.
  • Ferris Capital's Estee Lauder position peaked at $44K in Q1 2018.
  • 896 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.