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Turner Investments’s Estee Lauder EL Stock Holding History

Turner Investments’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
2014
Q4 		– Sell
-13,508
Closed -$1.01M – 505
2014
Q3 		$1.01M Sell
13,508
-6,028
-31% -$454K 0.06% 350
2014
Q2 		$1.45M Sell
19,536
-119,082
-86% -$8.75M 0.06% 344
2014
Q1 		$9.27M Sell
138,618
-4,931
-3% -$343K 0.25% 149
2013
Q4 		$10.8M Sell
143,549
-31,093
-18% -$2.25M 0.19% 166
2013
Q3 		$12.2M Sell
174,642
-333,700
-66% -$22.6M 0.2% 167
2013
Q2 		$33.4M Buy
+508,342
New +$34.7M 0.45% 58

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Turner Investments's EL Position: Q4 2014 in Review

Turner Investments sold out of Estee Lauder (EL) in Q4 2014, closing a stake of 13,508 shares — an estimated $1.01M sold.

Turner Investments first reported a position in EL in Q2 2013 and held it in 6 quarters. The position peaked at $33.4M in Q2 2013. 524 funds tracked by Wall St. Rank hold EL as of Q4 2014.

  • Turner Investments reported no remaining Estee Lauder position as of Q4 2014 after selling out during the quarter.
  • Turner Investments sold 13,508 Estee Lauder shares in Q4 2014, an estimated $1.01M.
  • Turner Investments first reported a position in Estee Lauder in Q2 2013 and held it in 6 quarters.
  • Turner Investments's Estee Lauder position peaked at $33.4M in Q2 2013.
  • 524 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2014.

Based on Turner Investments's 13F filing for Q4 2014, filed 12 Feb 2015.