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Measured Wealth Private Client Group’s Estee Lauder EL Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-116
Closed -$17K – 272
2018
Q3 		$17K Buy
+116
New +$16.1K 0.01% 548

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Measured Wealth Private Client Group's EL Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Estee Lauder (EL) in Q4 2018, closing a stake of 116 shares — an estimated $17K sold.

Measured Wealth Private Client Group first reported a position in EL in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 827 funds tracked by Wall St. Rank hold EL as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Estee Lauder position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 116 Estee Lauder shares in Q4 2018, an estimated $17K.
  • Measured Wealth Private Client Group first reported a position in Estee Lauder in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Estee Lauder position peaked at $17K in Q3 2018.
  • 827 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.