Gideon Capital Advisors’s Estee Lauder EL Stock Holding History

Gideon Capital Advisors’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	-3,583	Closed	-$713K	–	301
2019 Q3	$713K	Buy	+3,583	New	+$685K	0.23%	147
2018 Q3	–	Sell	-4,896	Closed	-$699K	–	386
2018 Q2	$699K	Buy	4,896 +3,060	+167%	+$453K	0.35%	78
2018 Q1	$275K	Buy	+1,836	New	+$254K	0.17%	262
2017 Q2	–	Sell	-2,847	Closed	-$241K	–	294
2017 Q1	$241K	Buy	+2,847	New	+$235K	0.14%	320
2016 Q3	–	Sell	-2,431	Closed	-$221K	–	212
2016 Q2	$221K	Buy	+2,431	New	+$227K	0.13%	177
2015 Q3	–	Sell	-8,071	Closed	-$699K	–	248
2015 Q2	$699K	Buy	+8,071	New	+$696K	0.29%	115

Other funds holding EL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gideon Capital Advisors's EL Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Estee Lauder (EL) in Q4 2019, closing a stake of 3,583 shares — an estimated $713K sold.

Gideon Capital Advisors first reported a position in EL in Q2 2015 and held it in 6 quarters. The position peaked at $713K in Q3 2019. 1,015 funds tracked by Wall St. Rank hold EL as of Q4 2019.

Gideon Capital Advisors reported no remaining Estee Lauder position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,583 Estee Lauder shares in Q4 2019, an estimated $713K.
Gideon Capital Advisors first reported a position in Estee Lauder in Q2 2015 and held it in 6 quarters.
Gideon Capital Advisors's Estee Lauder position peaked at $713K in Q3 2019.
1,015 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.