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Polaris Wealth Advisory Group’s Estee Lauder EL Stock Holding History

Polaris Wealth Advisory 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
Q4 		– Sell
-121,171
Closed -$23.3M – 163
2019
Q3 		$23.3M Buy
+121,171
New +$23.2M 1.9% 26
2018
Q4 		– Sell
-440
Closed -$64K – 233
2018
Q3 		$64K Buy
+440
New +$61.1K ﹤0.01% 231

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polaris Wealth Advisory Group's EL Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of Estee Lauder (EL) in Q4 2019, closing a stake of 121,171 shares — an estimated $23.3M sold.

Polaris Wealth Advisory Group first reported a position in EL in Q3 2018 and held it in 2 quarters. The position peaked at $23.3M in Q3 2019. 1,014 funds tracked by Wall St. Rank hold EL as of Q4 2019.

  • Polaris Wealth Advisory Group reported no remaining Estee Lauder position as of Q4 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 121,171 Estee Lauder shares in Q4 2019, an estimated $23.3M.
  • Polaris Wealth Advisory Group first reported a position in Estee Lauder in Q3 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Estee Lauder position peaked at $23.3M in Q3 2019.
  • 1,014 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.