KCS Wealth Advisory’s Estee Lauder EL Stock Holding History

KCS Wealth 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
2019 Q4	–	Sell	-154	Closed	-$30.6K	–	213
2019 Q3	$30.6K	Buy	+154	New	+$29.4K	0.02%	277

Other funds holding EL

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCS Wealth Advisory's EL Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Estee Lauder (EL) in Q4 2019, closing a stake of 154 shares — an estimated $30.6K sold.

KCS Wealth Advisory first reported a position in EL in Q3 2019 and held it in 1 quarter. The position peaked at $30.6K in Q3 2019. 1,014 funds tracked by Wall St. Rank hold EL as of Q4 2019.

KCS Wealth Advisory reported no remaining Estee Lauder position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 154 Estee Lauder shares in Q4 2019, an estimated $30.6K.
KCS Wealth Advisory first reported a position in Estee Lauder in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Estee Lauder position peaked at $30.6K in Q3 2019.
1,014 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.