Wealthfront’s Estee Lauder EL Stock Holding History

Wealthfront’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
2018 Q3	$1.1M	Sell	7,540 -2,682	-26%	-$372K	0.01%	240
2018 Q2	$1.46M	Sell	10,222 -110	-1%	-$16.3K	0.01%	168
2018 Q1	$1.55M	Buy	10,332 +4,181	+68%	+$579K	0.02%	169
2017 Q4	$783K	Buy	6,151 +2,243	+57%	+$269K	0.01%	267
2017 Q3	$421K	Buy	3,908 +178	+5%	+$18.3K	0.01%	362
2017 Q2	$358K	Buy	3,730 +817	+28%	+$75K	0.01%	349
2017 Q1	$247K	Buy	+2,913	New	+$241K	﹤0.01%	375
2016 Q4	–	Sell	-5,259	Closed	-$466K	–	388
2016 Q3	$466K	Sell	5,259 -2	-0%	-$182	0.01%	189
2016 Q2	$479K	Sell	5,261 -164	-3%	-$15.3K	0.01%	179
2016 Q1	$512K	Buy	5,425 +1,320	+32%	+$118K	0.02%	148
2015 Q4	$361K	Buy	4,105 +607	+17%	+$51.7K	0.01%	187
2015 Q3	$282K	Buy	3,498 +464	+15%	+$38.9K	0.01%	209
2015 Q2	$263K	Buy	3,034 +254	+9%	+$21.9K	0.01%	213
2015 Q1	$231K	Buy	2,780 +370	+15%	+$29.1K	0.01%	216
2014 Q4	$184K	Sell	2,410 -262	-10%	-$19.4K	0.01%	231
2014 Q3	$200K	Buy	2,672 +1,372	+106%	+$103K	0.01%	153
2014 Q2	$97K	Buy	1,300 +990	+319%	+$72.7K	0.01%	229
2014 Q1	$21K	Buy	+310	New	+$21.5K	﹤0.01%	422

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealthfront's EL Position: Q3 2018 in Review

Wealthfront reduced its Estee Lauder (EL) stake by 26% in Q3 2018, selling an estimated $372K and leaving 7,540 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #240.

Wealthfront first reported a position in EL in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.55M in Q1 2018. 810 funds tracked by Wall St. Rank hold EL as of Q3 2018.

Wealthfront held 7,540 shares of Estee Lauder worth $1.1M as of Q3 2018.
Wealthfront sold 2,682 Estee Lauder shares in Q3 2018, an estimated $372K.
Estee Lauder made up 0.01% of Wealthfront's portfolio in Q3 2018, its #240 holding.
Wealthfront first reported a position in Estee Lauder in Q1 2014 and has held it in 18 quarters since.
Wealthfront's Estee Lauder position peaked at $1.55M in Q1 2018.
810 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.