Planning Solutions Group’s Estee Lauder EL Stock Holding History

Planning Solutions Group’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 Q2	$227K	Hold	1,238	–	–	0.12%	128
2019 Q1	$205K	Buy	+1,238	New	+$182K	0.11%	127

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Solutions Group's EL Position: Q2 2019 in Review

Planning Solutions Group held its Estee Lauder (EL) position steady in Q2 2019 at 1,238 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #128.

Planning Solutions Group first reported a position in EL in Q1 2019 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold EL as of Q2 2019.

Planning Solutions Group held 1,238 shares of Estee Lauder worth $227K as of Q2 2019.
Planning Solutions Group left its Estee Lauder share count unchanged in Q2 2019.
Estee Lauder made up 0.12% of Planning Solutions Group's portfolio in Q2 2019, its #128 holding.
Planning Solutions Group first reported a position in Estee Lauder in Q1 2019 and has held it in 2 quarters since.
896 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.