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Stanford Investment Group’s Estee Lauder EL Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-264
Closed -$20K – 84
2016
Q4 		$20K Hold
264
– – 0.01% 251
2016
Q3 		$23K Hold
264
– – 0.01% 244
2016
Q2 		$24K Hold
264
– – 0.01% 228
2016
Q1 		$25K Hold
264
– – 0.01% 215
2015
Q4 		$23K Sell
264
-66
-20% -$5.62K 0.01% 207
2015
Q3 		$27K Hold
330
– – 0.02% 192
2015
Q2 		$29K Hold
330
– – 0.02% 192
2015
Q1 		$27K Hold
330
– – 0.02% 199
2014
Q4 		$25K Buy
+330
New +$24.4K 0.02% 207

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Stanford Investment Group's EL Position: Q1 2017 in Review

Stanford Investment Group sold out of Estee Lauder (EL) in Q1 2017, closing a stake of 264 shares — an estimated $20K sold.

Stanford Investment Group first reported a position in EL in Q4 2014 and held it in 9 quarters. The position peaked at $29K in Q2 2015. 649 funds tracked by Wall St. Rank hold EL as of Q1 2017.

  • Stanford Investment Group reported no remaining Estee Lauder position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 264 Estee Lauder shares in Q1 2017, an estimated $20K.
  • Stanford Investment Group first reported a position in Estee Lauder in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Estee Lauder position peaked at $29K in Q2 2015.
  • 649 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.