TrueWealth LLC’s Estee Lauder EL Stock Holding History

TrueWealth LLC’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	$27K	Hold	143	–	–	0.01%	345
2020 Q1	$23K	Sell	143 -88	-38%	-$17K	0.01%	339
2019 Q4	$48K	Buy	231 +14	+6%	+$2.72K	0.02%	275
2019 Q3	$43K	Hold	217	–	–	0.02%	279
2019 Q2	$40K	Hold	217	–	–	0.02%	288
2019 Q1	$36K	Hold	217	–	–	0.02%	301
2018 Q4	$28K	Hold	217	–	–	0.01%	319
2018 Q3	$32K	Hold	217	–	–	0.01%	327
2018 Q2	$31K	Hold	217	–	–	0.01%	328
2018 Q1	$32K	Sell	217 -13	-6%	-$1.8K	0.02%	305
2017 Q4	$29K	Buy	+230	New	+$27.6K	0.01%	357

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueWealth LLC's EL Position: Q2 2020 in Review

TrueWealth LLC held its Estee Lauder (EL) position steady in Q2 2020 at 143 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #345.

TrueWealth LLC first reported a position in EL in Q4 2017 and has held it in 11 quarters since. The position peaked at $48K in Q4 2019. 957 funds tracked by Wall St. Rank hold EL as of Q2 2020.

TrueWealth LLC held 143 shares of Estee Lauder worth $27K as of Q2 2020.
TrueWealth LLC left its Estee Lauder share count unchanged in Q2 2020.
Estee Lauder made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #345 holding.
TrueWealth LLC first reported a position in Estee Lauder in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Estee Lauder position peaked at $48K in Q4 2019.
957 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.