KWMG LLC’s Estee Lauder EL Stock Holding History

KWMG LLC’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 Q2	–	Sell	-59	Closed	-$10K	–	210
2019 Q1	$10K	Sell	59 -14	-19%	-$2.06K	﹤0.01%	285
2018 Q4	$9K	Hold	73	–	–	﹤0.01%	298
2018 Q3	$11K	Hold	73	–	–	﹤0.01%	279
2018 Q2	$10K	Buy	+73	New	+$10.8K	﹤0.01%	281

Other funds holding EL

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

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KWMG LLC's EL Position: Q2 2019 in Review

KWMG LLC sold out of Estee Lauder (EL) in Q2 2019, closing a stake of 59 shares — an estimated $10K sold.

KWMG LLC first reported a position in EL in Q2 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 896 funds tracked by Wall St. Rank hold EL as of Q2 2019.

KWMG LLC reported no remaining Estee Lauder position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 59 Estee Lauder shares in Q2 2019, an estimated $10K.
KWMG LLC first reported a position in Estee Lauder in Q2 2018 and held it in 4 quarters.
KWMG LLC's Estee Lauder position peaked at $11K in Q3 2018.
896 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.