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JOYN Advisors’s Estee Lauder EL Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-210
Closed -$27K – 485
2018
Q4 		$27K Buy
210
+63
+43% +$8.56K 0.01% 543
2018
Q3 		$21K Sell
147
-57
-28% -$7.91K ﹤0.01% 664
2018
Q2 		$29K Buy
204
+87
+74% +$12.9K 0.01% 561
2018
Q1 		$17K Buy
+117
New +$16.2K ﹤0.01% 703

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's EL Position: Q1 2019 in Review

JOYN Advisors sold out of Estee Lauder (EL) in Q1 2019, closing a stake of 210 shares — an estimated $27K sold.

JOYN Advisors first reported a position in EL in Q1 2018 and held it in 4 quarters. The position peaked at $29K in Q2 2018. 880 funds tracked by Wall St. Rank hold EL as of Q1 2019.

  • JOYN Advisors reported no remaining Estee Lauder position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 210 Estee Lauder shares in Q1 2019, an estimated $27K.
  • JOYN Advisors first reported a position in Estee Lauder in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Estee Lauder position peaked at $29K in Q2 2018.
  • 880 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.