Nelson Capital Management’s Estee Lauder EL Stock Holding History

Nelson Capital 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	-24	Closed	-$2K	–	298
2018 Q3	$2K	Buy	+24	New	+$3.33K	﹤0.01%	264

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

Nelson Capital Management's EL Position: Q4 2018 in Review

Nelson Capital Management sold out of Estee Lauder (EL) in Q4 2018, closing a stake of 24 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in EL in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 827 funds tracked by Wall St. Rank hold EL as of Q4 2018.

Nelson Capital Management reported no remaining Estee Lauder position as of Q4 2018 after selling out during the quarter.
Nelson Capital Management sold 24 Estee Lauder shares in Q4 2018, an estimated $2K.
Nelson Capital Management first reported a position in Estee Lauder in Q3 2018 and held it in 1 quarter.
Nelson Capital Management's Estee Lauder position peaked at $2K in Q3 2018.
827 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.