Financial Gravity Asset Management’s Estee Lauder EL Stock Holding History

Financial Gravity Asset 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 Q4	$296K	Sell	521 -48	-8%	-$9.32K	0.2%	58
2019 Q3	$113K	Sell	569 -257	-31%	-$49.1K	0.1%	188
2019 Q2	$151K	Buy	826 +523	+173%	+$89.4K	0.12%	180
2019 Q1	$50K	Buy	+303	New	+$44.5K	0.04%	315
2018 Q3	$9K	Buy	72 +64	+800%	+$8.88K	0.01%	594
2018 Q2	$1K	Sell	8 -1	-11%	-$148	﹤0.01%	1142
2018 Q1	$1K	Buy	+9	New	+$1.25K	﹤0.01%	1114

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's EL Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Estee Lauder (EL) stake by 8.4% in Q4 2019, selling an estimated $9.32K and leaving 521 shares worth $296K. The position accounts for 0.2% of the portfolio, ranked #58.

Financial Gravity Asset Management first reported a position in EL in Q1 2018 and has held it in 7 quarters since. 1,015 funds tracked by Wall St. Rank hold EL as of Q4 2019.

Financial Gravity Asset Management held 521 shares of Estee Lauder worth $296K as of Q4 2019.
Financial Gravity Asset Management sold 48 Estee Lauder shares in Q4 2019, an estimated $9.32K.
Estee Lauder made up 0.2% of Financial Gravity Asset Management's portfolio in Q4 2019, its #58 holding.
Financial Gravity Asset Management first reported a position in Estee Lauder in Q1 2018 and has held it in 7 quarters since.
1,015 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.