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Tuscan Ridge Asset Management’s Estee Lauder EL Stock Holding History

Tuscan Ridge Asset 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
Q4 		– Sell
-50,700
Closed -$10.1M – 279
2019
Q3 		$10.1M Buy
50,700
+45,300
+839% +$8.66M 0.57% 27
2019
Q2 		$989K Hold
5,400
– – 0.08% 363
2019
Q1 		$894K Buy
+5,400
New +$793K 0.06% 357

Other funds holding EL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tuscan Ridge Asset Management's EL Position: Q4 2019 in Review

Tuscan Ridge Asset Management sold out of Estee Lauder (EL) in Q4 2019, closing a stake of 3,796 shares — an estimated $755K sold.

Tuscan Ridge Asset Management first reported a position in EL in Q1 2019 and held it in 2 quarters. The position peaked at $755K in Q3 2019. 1,014 funds tracked by Wall St. Rank hold EL as of Q4 2019.

  • Tuscan Ridge Asset Management reported no remaining Estee Lauder position as of Q4 2019 after selling out during the quarter.
  • Tuscan Ridge Asset Management sold 3,796 Estee Lauder shares in Q4 2019, an estimated $755K.
  • Tuscan Ridge Asset Management first reported a position in Estee Lauder in Q1 2019 and held it in 2 quarters.
  • Tuscan Ridge Asset Management's Estee Lauder position peaked at $755K in Q3 2019.
  • 1,014 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2019.

Based on Tuscan Ridge Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.