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Legacy Financial Advisors’s Estee Lauder EL Stock Holding History

Legacy Financial 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
-123
Closed -$20K – 343
2019
Q1 		$20K Hold
123
– – 0.01% 449
2018
Q4 		$16K Buy
123
+9
+8% +$1.22K 0.01% 453
2018
Q3 		$16K Buy
114
+36
+46% +$5K 0.01% 408
2018
Q2 		$11K Hold
78
– – ﹤0.01% 496
2018
Q1 		$11K Buy
78
+26
+50% +$3.6K ﹤0.01% 453
2017
Q4 		$6K Buy
+52
New +$6.25K ﹤0.01% 596

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Legacy Financial Advisors's EL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Estee Lauder (EL) in Q2 2019, closing a stake of 123 shares — an estimated $20K sold.

Legacy Financial Advisors first reported a position in EL in Q4 2017 and held it in 6 quarters. The position peaked at $20K in Q1 2019. 896 funds tracked by Wall St. Rank hold EL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Estee Lauder position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 123 Estee Lauder shares in Q2 2019, an estimated $20K.
  • Legacy Financial Advisors first reported a position in Estee Lauder in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Estee Lauder position peaked at $20K in Q1 2019.
  • 896 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.