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Sather Financial Group’s Estee Lauder EL Stock Holding History

Sather Financial 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
2020
Q2 		– Sell
-1,344
Closed -$214K – 44
2020
Q1 		$214K Hold
1,344
– – 0.04% 57
2019
Q4 		$277K Buy
+1,344
New +$261K 0.04% 67

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sather Financial Group's EL Position: Q2 2020 in Review

Sather Financial Group sold out of Estee Lauder (EL) in Q2 2020, closing a stake of 1,344 shares — an estimated $214K sold.

Sather Financial Group first reported a position in EL in Q4 2019 and held it in 2 quarters. The position peaked at $277K in Q4 2019. 956 funds tracked by Wall St. Rank hold EL as of Q2 2020.

  • Sather Financial Group reported no remaining Estee Lauder position as of Q2 2020 after selling out during the quarter.
  • Sather Financial Group sold 1,344 Estee Lauder shares in Q2 2020, an estimated $214K.
  • Sather Financial Group first reported a position in Estee Lauder in Q4 2019 and held it in 2 quarters.
  • Sather Financial Group's Estee Lauder position peaked at $277K in Q4 2019.
  • 956 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2020.

Based on Sather Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.