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Garrett Wealth Advisory Group’s Estee Lauder EL Stock Holding History

Garrett Wealth Advisory Group’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 		– Sell
-27
Closed -$5.37K – 225
2019
Q3 		$5.37K Buy
+27
New +$5.16K ﹤0.01% 360

Other funds holding EL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Garrett Wealth Advisory Group's EL Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Estee Lauder (EL) in Q4 2019, closing a stake of 27 shares — an estimated $5.37K sold.

Garrett Wealth Advisory Group first reported a position in EL in Q3 2019 and held it in 1 quarter. The position peaked at $5.37K in Q3 2019. 1,014 funds tracked by Wall St. Rank hold EL as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Estee Lauder position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 27 Estee Lauder shares in Q4 2019, an estimated $5.37K.
  • Garrett Wealth Advisory Group first reported a position in Estee Lauder in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Estee Lauder position peaked at $5.37K in Q3 2019.
  • 1,014 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.