Next Capital Management’s Estee Lauder EL Stock Holding History

Next 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
2019 Q3	–	Sell	-137	Closed	-$25K	–	415
2019 Q2	$25K	Buy	+137	New	+$23.4K	0.02%	241

Other funds holding EL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Capital Management's EL Position: Q3 2019 in Review

Next Capital Management sold out of Estee Lauder (EL) in Q3 2019, closing a stake of 137 shares — an estimated $25K sold.

Next Capital Management first reported a position in EL in Q2 2019 and held it in 1 quarter. The position peaked at $25K in Q2 2019. 958 funds tracked by Wall St. Rank hold EL as of Q3 2019.

Next Capital Management reported no remaining Estee Lauder position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 137 Estee Lauder shares in Q3 2019, an estimated $25K.
Next Capital Management first reported a position in Estee Lauder in Q2 2019 and held it in 1 quarter.
Next Capital Management's Estee Lauder position peaked at $25K in Q2 2019.
958 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.