NIS
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National Investment Services’s Estee Lauder EL Stock Holding History

National Investment Services’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
Q4 		– Sell
-3,629
Closed -$722K – 23
2019
Q3 		$722K Sell
3,629
-3,154
-46% -$603K 0.84% 45
2019
Q2 		$1.24M Sell
6,783
-327
-5% -$55.9K 1.43% 29
2019
Q1 		$1.18M Sell
7,110
-248
-3% -$36.4K 1.29% 33
2018
Q4 		$957K Sell
7,358
-6,206
-46% -$843K 1.11% 34
2018
Q3 		$1.97M Sell
13,564
-1,586
-10% -$220K 1.93% 19
2018
Q2 		$2.16M Sell
15,150
-151
-1% -$22.3K 2.02% 21
2018
Q1 		$2.29M Sell
15,301
-589
-4% -$81.6K 2.14% 17
2017
Q4 		$2.02M Sell
15,890
-1,111
-7% -$133K 1.94% 27
2017
Q3 		$1.83M Buy
+17,001
New +$1.74M 1.88% 33

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Investment Services's EL Position: Q4 2019 in Review

National Investment Services sold out of Estee Lauder (EL) in Q4 2019, closing a stake of 3,629 shares — an estimated $722K sold.

National Investment Services first reported a position in EL in Q3 2017 and held it in 9 quarters. The position peaked at $2.29M in Q1 2018. 1,015 funds tracked by Wall St. Rank hold EL as of Q4 2019.

  • National Investment Services reported no remaining Estee Lauder position as of Q4 2019 after selling out during the quarter.
  • National Investment Services sold 3,629 Estee Lauder shares in Q4 2019, an estimated $722K.
  • National Investment Services first reported a position in Estee Lauder in Q3 2017 and held it in 9 quarters.
  • National Investment Services's Estee Lauder position peaked at $2.29M in Q1 2018.
  • 1,015 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2019.

Based on National Investment Services's 13F filing for Q4 2019.