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Systematic Financial Management’s Estee Lauder EL Stock Holding History

Systematic Financial Management’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
-8,235
Closed -$1.07M – 646
2018
Q4 		$1.07M Sell
8,235
-1,365
-14% -$185K 0.03% 445
2018
Q3 		$1.4M Sell
9,600
-219
-2% -$30.4K 0.03% 396
2018
Q2 		$1.4M Sell
9,819
-5,036
-34% -$745K 0.03% 405
2018
Q1 		$2.22M Sell
14,855
-20
-0.1% -$2.77K 0.05% 270
2017
Q4 		$1.89M Buy
+14,875
New +$1.79M 0.04% 279

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

Systematic Financial Management's EL Position: Q1 2019 in Review

Systematic Financial Management sold out of Estee Lauder (EL) in Q1 2019, closing a stake of 8,235 shares — an estimated $1.07M sold.

Systematic Financial Management first reported a position in EL in Q4 2017 and held it in 5 quarters. The position peaked at $2.22M in Q1 2018. 880 funds tracked by Wall St. Rank hold EL as of Q1 2019.

  • Systematic Financial Management reported no remaining Estee Lauder position as of Q1 2019 after selling out during the quarter.
  • Systematic Financial Management sold 8,235 Estee Lauder shares in Q1 2019, an estimated $1.07M.
  • Systematic Financial Management first reported a position in Estee Lauder in Q4 2017 and held it in 5 quarters.
  • Systematic Financial Management's Estee Lauder position peaked at $2.22M in Q1 2018.
  • 880 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2019.

Based on Systematic Financial Management's 13F filing for Q1 2019, filed 3 May 2019.