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Weatherstone Capital Management’s Estee Lauder EL Stock Holding History

Weatherstone Capital 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 		$531K Buy
3,207
+21
+0.7% +$3.08K 0.56% 30
2018
Q4 		$415K Buy
3,186
+51
+2% +$6.93K 0.1% 113
2018
Q3 		$456K Buy
+3,135
New +$435K 0.35% 47

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

Weatherstone Capital Management's EL Position: Q1 2019 in Review

Weatherstone Capital Management increased its Estee Lauder (EL) stake by 0.66% in Q1 2019, buying an estimated $3.08K and bringing the position to 3,207 shares worth $531K. The position accounts for 0.56% of the portfolio, ranked #30.

Weatherstone Capital Management first reported a position in EL in Q3 2018 and has held it in 3 quarters since. 880 funds tracked by Wall St. Rank hold EL as of Q1 2019.

  • Weatherstone Capital Management held 3,207 shares of Estee Lauder worth $531K as of Q1 2019.
  • Weatherstone Capital Management bought 21 Estee Lauder shares in Q1 2019, an estimated $3.08K.
  • Estee Lauder made up 0.56% of Weatherstone Capital Management's portfolio in Q1 2019, its #30 holding.
  • Weatherstone Capital Management first reported a position in Estee Lauder in Q3 2018 and has held it in 3 quarters since.
  • 880 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.