Kaizen Advisory’s Estee Lauder EL Stock Holding History

Kaizen Advisory’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
2018 Q4	$76K	Buy	588 +15	+3%	+$2.04K	0.05%	258
2018 Q3	$83K	Hold	573	–	–	0.04%	256
2018 Q2	$82K	Buy	573 +360	+169%	+$53.3K	0.04%	257
2018 Q1	$32K	Hold	213	–	–	0.03%	261
2017 Q4	$27K	Buy	+213	New	+$25.6K	0.02%	271

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kaizen Advisory's EL Position: Q4 2018 in Review

Kaizen Advisory increased its Estee Lauder (EL) stake by 2.6% in Q4 2018, buying an estimated $2.04K and bringing the position to 588 shares worth $76K. The position accounts for 0.05% of the portfolio, ranked #258.

Kaizen Advisory first reported a position in EL in Q4 2017 and has held it in 5 quarters since. The position peaked at $83K in Q3 2018. 827 funds tracked by Wall St. Rank hold EL as of Q4 2018.

Kaizen Advisory held 588 shares of Estee Lauder worth $76K as of Q4 2018.
Kaizen Advisory bought 15 Estee Lauder shares in Q4 2018, an estimated $2.04K.
Estee Lauder made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #258 holding.
Kaizen Advisory first reported a position in Estee Lauder in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Estee Lauder position peaked at $83K in Q3 2018.
827 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.