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Smith, Moore & Co’s Estee Lauder EL Stock Holding History

Smith, Moore & Co’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
-3,193
Closed -$415K – 331
2018
Q4 		$415K Buy
3,193
+495
+18% +$67.2K 0.11% 181
2018
Q3 		$392K Sell
2,698
-43
-2% -$5.97K 0.09% 212
2018
Q2 		$391K Sell
2,741
-83
-3% -$12.3K 0.1% 194
2018
Q1 		$423K Buy
2,824
+16
+0.6% +$2.22K 0.11% 176
2017
Q4 		$357K Buy
+2,808
New +$337K 0.1% 203

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

Smith, Moore & Co's EL Position: Q1 2019 in Review

Smith, Moore & Co sold out of Estee Lauder (EL) in Q1 2019, closing a stake of 3,193 shares — an estimated $415K sold.

Smith, Moore & Co first reported a position in EL in Q4 2017 and held it in 5 quarters. The position peaked at $423K in Q1 2018. 880 funds tracked by Wall St. Rank hold EL as of Q1 2019.

  • Smith, Moore & Co reported no remaining Estee Lauder position as of Q1 2019 after selling out during the quarter.
  • Smith, Moore & Co sold 3,193 Estee Lauder shares in Q1 2019, an estimated $415K.
  • Smith, Moore & Co first reported a position in Estee Lauder in Q4 2017 and held it in 5 quarters.
  • Smith, Moore & Co's Estee Lauder position peaked at $423K in Q1 2018.
  • 880 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2019.

Based on Smith, Moore & Co's 13F filing for Q1 2019, filed 7 May 2019.