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Ground Swell Capital’s Estee Lauder EL Stock Holding History

Ground Swell 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
2014
Q3 		$28K Buy
378
+92
+32% +$6.92K 0.05% 389
2014
Q2 		$21K Buy
+286
New +$21K 0.04% 375

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MC
Montag & Caldwell Atlanta, Georgia $457M AUM 20.19% 1-Year Est. Return

Ground Swell Capital's EL Position: Q3 2014 in Review

Ground Swell Capital increased its Estee Lauder (EL) stake by 32% in Q3 2014, buying an estimated $6.92K and bringing the position to 378 shares worth $28K. The position accounts for 0.05% of the portfolio, ranked #389.

Ground Swell Capital first reported a position in EL in Q2 2014 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold EL as of Q3 2014.

  • Ground Swell Capital held 378 shares of Estee Lauder worth $28K as of Q3 2014.
  • Ground Swell Capital bought 92 Estee Lauder shares in Q3 2014, an estimated $6.92K.
  • Estee Lauder made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #389 holding.
  • Ground Swell Capital first reported a position in Estee Lauder in Q2 2014 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.