Old Mutual Customised Solutions’s Estee Lauder EL Stock Holding History

Old Mutual Customised Solutions’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 Q2	$1.72M	Hold	12,073	–	–	0.17%	141
2018 Q1	$1.81M	Buy	12,073 +900	+8%	+$125K	0.18%	132
2017 Q4	$1.42M	Buy	11,173 +4,500	+67%	+$541K	0.15%	177
2017 Q3	$720K	Hold	6,673	–	–	0.1%	251
2017 Q2	$640K	Hold	6,673	–	–	0.09%	259
2017 Q1	$566K	Buy	6,673 +873	+15%	+$72.1K	0.09%	280
2016 Q4	$444K	Buy	5,800 +2,500	+76%	+$203K	0.08%	294
2016 Q3	$292K	Hold	3,300	–	–	0.08%	281
2016 Q2	$300K	Hold	3,300	–	–	0.08%	311
2016 Q1	$311K	Hold	3,300	–	–	0.08%	306
2015 Q4	$291K	Hold	3,300	–	–	0.07%	321
2015 Q3	$266K	Hold	3,300	–	–	0.07%	332
2015 Q2	$286K	Buy	3,300 +1,000	+43%	+$86.3K	0.07%	363
2015 Q1	$191K	Buy	2,300 +1,800	+360%	+$142K	0.05%	459
2014 Q4	$38K	Buy	500 +300	+150%	+$22.2K	0.01%	655
2014 Q3	$15K	Sell	200 -600	-75%	-$45.1K	﹤0.01%	685
2014 Q2	$59K	Sell	800 -400	-33%	-$29.4K	0.01%	677
2014 Q1	$80K	Hold	1,200	–	–	0.02%	637
2013 Q4	$90K	Buy	1,200 +500	+71%	+$36.2K	0.02%	618
2013 Q3	$49K	Hold	700	–	–	0.01%	686
2013 Q2	$46K	Buy	+700	New	+$47.8K	0.01%	728

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

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

FEF

Fundsmith Equity Fund Stamford, Connecticut $13.4B AUM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Old Mutual Customised Solutions's EL Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Estee Lauder (EL) position steady in Q2 2018 at 12,073 shares worth $1.72M. The position accounts for 0.17% of the portfolio, ranked #141.

Old Mutual Customised Solutions first reported a position in EL in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.81M in Q1 2018. 841 funds tracked by Wall St. Rank hold EL as of Q2 2018.

Old Mutual Customised Solutions held 12,073 shares of Estee Lauder worth $1.72M as of Q2 2018.
Old Mutual Customised Solutions left its Estee Lauder share count unchanged in Q2 2018.
Estee Lauder made up 0.17% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #141 holding.
Old Mutual Customised Solutions first reported a position in Estee Lauder in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Estee Lauder position peaked at $1.81M in Q1 2018.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.