Legacy Advisors’s Estee Lauder EL Stock Holding History

Legacy 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 Q2	–	Sell	-65	Closed	-$11K	–	378
2019 Q1	$11K	Buy	+65	New	+$9.55K	﹤0.01%	321
2017 Q4	–	Sell	-82	Closed	-$8K	–	379
2017 Q3	$8K	Buy	+82	New	+$8.41K	0.01%	237

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

Legacy Advisors's EL Position: Q2 2019 in Review

Legacy Advisors sold out of Estee Lauder (EL) in Q2 2019, closing a stake of 65 shares — an estimated $11K sold.

Legacy Advisors first reported a position in EL in Q3 2017 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 896 funds tracked by Wall St. Rank hold EL as of Q2 2019.

Legacy Advisors reported no remaining Estee Lauder position as of Q2 2019 after selling out during the quarter.
Legacy Advisors sold 65 Estee Lauder shares in Q2 2019, an estimated $11K.
Legacy Advisors first reported a position in Estee Lauder in Q3 2017 and held it in 2 quarters.
Legacy Advisors's Estee Lauder position peaked at $11K in Q1 2019.
896 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.