MinichMacGregor Wealth Management’s Estee Lauder EL Stock Holding History

MinichMacGregor Wealth Management’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	-90	Closed	-$13K	–	205
2018 Q3	$13K	Hold	90	–	–	0.01%	284
2018 Q2	$12K	Sell	90 -6	-6%	-$888	0.01%	279
2018 Q1	$14K	Hold	96	–	–	0.01%	252
2017 Q4	$12K	Hold	96	–	–	0.01%	273
2017 Q3	$10K	Hold	96	–	–	0.01%	283
2017 Q2	$9K	Hold	96	–	–	0.01%	286
2017 Q1	$8K	Hold	96	–	–	0.01%	306
2016 Q4	$7K	Sell	96 -9	-9%	-$732	0.01%	311
2016 Q3	$9K	Hold	105	–	–	0.01%	278
2016 Q2	$9K	Sell	105 -6	-5%	-$560	0.01%	268
2016 Q1	$10K	Sell	111 -181	-62%	-$16.1K	0.01%	250
2015 Q4	$25K	Buy	+292	New	+$24.9K	0.02%	146

Other funds holding EL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MinichMacGregor Wealth Management's EL Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Estee Lauder (EL) in Q4 2018, closing a stake of 90 shares — an estimated $13K sold.

MinichMacGregor Wealth Management first reported a position in EL in Q4 2015 and held it in 12 quarters. The position peaked at $25K in Q4 2015. 827 funds tracked by Wall St. Rank hold EL as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Estee Lauder position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 90 Estee Lauder shares in Q4 2018, an estimated $13K.
MinichMacGregor Wealth Management first reported a position in Estee Lauder in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Estee Lauder position peaked at $25K in Q4 2015.
827 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.