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Willingdon Wealth Management’s Estee Lauder EL Stock Holding History

Willingdon Wealth 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
2020
Q1 		– Sell
-16
Closed -$3K – 320
2019
Q4 		$3K Hold
16
– – ﹤0.01% 304
2019
Q3 		$3K Buy
+16
New +$3.06K ﹤0.01% 305
2018
Q4 		– Sell
-41
Closed -$6K – 356
2018
Q3 		$6K Buy
+41
New +$5.69K ﹤0.01% 321

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Willingdon Wealth Management's EL Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Estee Lauder (EL) in Q1 2020, closing a stake of 16 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in EL in Q3 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 946 funds tracked by Wall St. Rank hold EL as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Estee Lauder position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 16 Estee Lauder shares in Q1 2020, an estimated $3K.
  • Willingdon Wealth Management first reported a position in Estee Lauder in Q3 2018 and held it in 3 quarters.
  • Willingdon Wealth Management's Estee Lauder position peaked at $6K in Q3 2018.
  • 946 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.