MWM
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Minot Wealth Management’s Estee Lauder EL Stock Holding History

Minot 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
2020
Q2 		– Sell
-4,286
Closed -$683K – 116
2020
Q1 		$683K Sell
4,286
-5,125
-54% -$989K 0.49% 61
2019
Q4 		$2M Buy
+9,411
New +$1.83M 0.91% 36

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Minot Wealth Management's EL Position: Q2 2020 in Review

Minot Wealth Management sold out of Estee Lauder (EL) in Q2 2020, closing a stake of 4,286 shares — an estimated $683K sold.

Minot Wealth Management first reported a position in EL in Q4 2019 and held it in 2 quarters. The position peaked at $2M in Q4 2019. 956 funds tracked by Wall St. Rank hold EL as of Q2 2020.

  • Minot Wealth Management reported no remaining Estee Lauder position as of Q2 2020 after selling out during the quarter.
  • Minot Wealth Management sold 4,286 Estee Lauder shares in Q2 2020, an estimated $683K.
  • Minot Wealth Management first reported a position in Estee Lauder in Q4 2019 and held it in 2 quarters.
  • Minot Wealth Management's Estee Lauder position peaked at $2M in Q4 2019.
  • 956 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2020.

Based on Minot Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.