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Ruggie Capital Group’s Estee Lauder EL Stock Holding History

Ruggie Capital 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
Q1 		– Sell
-157
Closed -$20K – 232
2018
Q4 		$20K Buy
157
+37
+31% +$5.03K 0.01% 255
2018
Q3 		$17K Hold
120
– – 0.01% 179
2018
Q2 		$17K Hold
120
– – 0.01% 234
2018
Q1 		$18K Hold
120
– – 0.01% 202
2017
Q4 		$15K Buy
+120
New +$14.4K 0.01% 199

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ruggie Capital Group's EL Position: Q1 2019 in Review

Ruggie Capital Group sold out of Estee Lauder (EL) in Q1 2019, closing a stake of 157 shares — an estimated $20K sold.

Ruggie Capital Group first reported a position in EL in Q4 2017 and held it in 5 quarters. The position peaked at $20K in Q4 2018. 880 funds tracked by Wall St. Rank hold EL as of Q1 2019.

  • Ruggie Capital Group reported no remaining Estee Lauder position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 157 Estee Lauder shares in Q1 2019, an estimated $20K.
  • Ruggie Capital Group first reported a position in Estee Lauder in Q4 2017 and held it in 5 quarters.
  • Ruggie Capital Group's Estee Lauder position peaked at $20K in Q4 2018.
  • 880 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.