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Intermede Investment Partners’s Estee Lauder EL Stock Holding History

Intermede Investment Partners’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
Q2 		– Sell
-277,264
Closed -$26.1M – 30
2016
Q1 		$26.1M Buy
277,264
+80,381
+41% +$7.17M 3.15% 17
2015
Q4 		$17.3M Buy
+196,883
New +$16.8M 2.94% 19

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Intermede Investment Partners's EL Position: Q2 2016 in Review

Intermede Investment Partners sold out of Estee Lauder (EL) in Q2 2016, closing a stake of 277,264 shares — an estimated $26.1M sold.

Intermede Investment Partners first reported a position in EL in Q4 2015 and held it in 2 quarters. The position peaked at $26.1M in Q1 2016. 624 funds tracked by Wall St. Rank hold EL as of Q2 2016.

  • Intermede Investment Partners reported no remaining Estee Lauder position as of Q2 2016 after selling out during the quarter.
  • Intermede Investment Partners sold 277,264 Estee Lauder shares in Q2 2016, an estimated $26.1M.
  • Intermede Investment Partners first reported a position in Estee Lauder in Q4 2015 and held it in 2 quarters.
  • Intermede Investment Partners's Estee Lauder position peaked at $26.1M in Q1 2016.
  • 624 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2016.

Based on Intermede Investment Partners's 13F filing for Q2 2016, filed 27 Jul 2016.