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Gupta Wealth Management’s Estee Lauder EL Stock Holding History

Gupta Wealth 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
2016
Q1 		$67K Buy
715
+15
+2% +$1.34K 0.02% 393
2015
Q4 		$62K Hold
700
– – 0.02% 392
2015
Q3 		$56K Hold
700
– – 0.01% 426
2015
Q2 		$61K Hold
700
– – 0.02% 430
2015
Q1 		$58K Buy
+700
New +$55.1K 0.02% 380

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Gupta Wealth Management's EL Position: Q1 2016 in Review

Gupta Wealth Management increased its Estee Lauder (EL) stake by 2.1% in Q1 2016, buying an estimated $1.34K and bringing the position to 715 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #393.

Gupta Wealth Management first reported a position in EL in Q1 2015 and has held it in 5 quarters since. 632 funds tracked by Wall St. Rank hold EL as of Q1 2016.

  • Gupta Wealth Management held 715 shares of Estee Lauder worth $67K as of Q1 2016.
  • Gupta Wealth Management bought 15 Estee Lauder shares in Q1 2016, an estimated $1.34K.
  • Estee Lauder made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #393 holding.
  • Gupta Wealth Management first reported a position in Estee Lauder in Q1 2015 and has held it in 5 quarters since.
  • 632 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.