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Portfolio Strategies’s Estee Lauder EL Stock Holding History

Portfolio Strategies’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
-104
Closed -$15K – 79
2018
Q3 		$15K Hold
104
– – 0.01% 129
2018
Q2 		$15K Hold
104
– – 0.01% 130
2018
Q1 		$16K Hold
104
– – 0.01% 131
2017
Q4 		$13K Buy
+104
New +$12.5K 0.01% 147

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Portfolio Strategies's EL Position: Q4 2018 in Review

Portfolio Strategies sold out of Estee Lauder (EL) in Q4 2018, closing a stake of 104 shares — an estimated $15K sold.

Portfolio Strategies first reported a position in EL in Q4 2017 and held it in 4 quarters. The position peaked at $16K in Q1 2018. 827 funds tracked by Wall St. Rank hold EL as of Q4 2018.

  • Portfolio Strategies reported no remaining Estee Lauder position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 104 Estee Lauder shares in Q4 2018, an estimated $15K.
  • Portfolio Strategies first reported a position in Estee Lauder in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's Estee Lauder position peaked at $16K in Q1 2018.
  • 827 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.