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Groesbeck Investment Management’s Estee Lauder EL Stock Holding History

Groesbeck Investment 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
2020
Q1 		– Sell
-1,130
Closed -$233K – 81
2019
Q4 		$233K Sell
1,130
-400
-26% -$77.7K 0.17% 94
2019
Q3 		$304K Buy
1,530
+30
+2% +$5.74K 0.23% 83
2019
Q2 		$275K Sell
1,500
-30
-2% -$5.13K 0.22% 87
2019
Q1 		$253K Buy
+1,530
New +$225K 0.19% 90
2018
Q4 		– Sell
-1,630
Closed -$237K – 93
2018
Q3 		$237K Hold
1,630
– – 0.16% 95
2018
Q2 		$233K Buy
+1,630
New +$241K 0.16% 88

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Groesbeck Investment Management's EL Position: Q1 2020 in Review

Groesbeck Investment Management sold out of Estee Lauder (EL) in Q1 2020, closing a stake of 1,130 shares — an estimated $233K sold.

Groesbeck Investment Management first reported a position in EL in Q2 2018 and held it in 6 quarters. The position peaked at $304K in Q3 2019. 946 funds tracked by Wall St. Rank hold EL as of Q1 2020.

  • Groesbeck Investment Management reported no remaining Estee Lauder position as of Q1 2020 after selling out during the quarter.
  • Groesbeck Investment Management sold 1,130 Estee Lauder shares in Q1 2020, an estimated $233K.
  • Groesbeck Investment Management first reported a position in Estee Lauder in Q2 2018 and held it in 6 quarters.
  • Groesbeck Investment Management's Estee Lauder position peaked at $304K in Q3 2019.
  • 946 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2020.

Based on Groesbeck Investment Management's 13F filing for Q1 2020, filed 2 Jun 2020.