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SRH Advisors’s Estee Lauder EL Stock Holding History

SRH Advisors’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
2016
Q4 		– Sell
-16
Closed -$1K – 227
2016
Q3 		$1K Hold
16
– – 0.01% 212
2016
Q2 		$1K Hold
16
– – 0.01% 210
2016
Q1 		$2K Hold
16
– – 0.01% 179
2015
Q4 		$1K Hold
16
– – 0.01% 221
2015
Q3 		$1K Hold
16
– – 0.01% 230
2015
Q2 		$1K Hold
16
– – 0.01% 231
2015
Q1 		$1K Hold
16
– – 0.01% 223
2014
Q4 		$1K Hold
16
– – 0.01% 226
2014
Q3 		$1K Buy
+16
New +$1.2K 0.01% 212

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

SRH Advisors's EL Position: Q4 2016 in Review

SRH Advisors sold out of Estee Lauder (EL) in Q4 2016, closing a stake of 16 shares — an estimated $1K sold.

SRH Advisors first reported a position in EL in Q3 2014 and held it in 9 quarters. The position peaked at $2K in Q1 2016. 622 funds tracked by Wall St. Rank hold EL as of Q4 2016.

  • SRH Advisors reported no remaining Estee Lauder position as of Q4 2016 after selling out during the quarter.
  • SRH Advisors sold 16 Estee Lauder shares in Q4 2016, an estimated $1K.
  • SRH Advisors first reported a position in Estee Lauder in Q3 2014 and held it in 9 quarters.
  • SRH Advisors's Estee Lauder position peaked at $2K in Q1 2016.
  • 622 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2016.

Based on SRH Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.