Gratus Capital’s Estee Lauder EL Stock Holding History

Gratus 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
2018 Q1	–	Sell	-2,147	Closed	-$273K	–	180
2017 Q4	$273K	Hold	2,147	–	–	0.04%	158
2017 Q3	$232K	Buy	+2,147	New	+$220K	0.03%	167

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

Gratus Capital's EL Position: Q1 2018 in Review

Gratus Capital sold out of Estee Lauder (EL) in Q1 2018, closing a stake of 2,147 shares — an estimated $273K sold.

Gratus Capital first reported a position in EL in Q3 2017 and held it in 2 quarters. The position peaked at $273K in Q4 2017. 794 funds tracked by Wall St. Rank hold EL as of Q1 2018.

Gratus Capital reported no remaining Estee Lauder position as of Q1 2018 after selling out during the quarter.
Gratus Capital sold 2,147 Estee Lauder shares in Q1 2018, an estimated $273K.
Gratus Capital first reported a position in Estee Lauder in Q3 2017 and held it in 2 quarters.
Gratus Capital's Estee Lauder position peaked at $273K in Q4 2017.
794 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2018.

Based on Gratus Capital's 13F filing for Q1 2018, filed 10 May 2018.