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Wilmington Funds Management’s Estee Lauder EL Stock Holding History

Wilmington Funds 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
2014
Q2 		$503K Buy
6,780
+1,800
+36% +$132K 0.05% 359
2014
Q1 		$333K Hold
4,980
– – 0.04% 479
2013
Q4 		$375K Hold
4,980
– – 0.04% 486
2013
Q3 		$348K Sell
4,980
-10,837
-69% -$734K 0.03% 504
2013
Q2 		$1.04M Buy
+15,817
New +$1.08M 0.1% 218

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
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
MC
Montag & Caldwell Atlanta, Georgia $457M AUM 20.19% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilmington Funds Management's EL Position: Q2 2014 in Review

Wilmington Funds Management increased its Estee Lauder (EL) stake by 36% in Q2 2014, buying an estimated $132K and bringing the position to 6,780 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #359.

Wilmington Funds Management first reported a position in EL in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2013. 514 funds tracked by Wall St. Rank hold EL as of Q2 2014.

  • Wilmington Funds Management held 6,780 shares of Estee Lauder worth $503K as of Q2 2014.
  • Wilmington Funds Management bought 1,800 Estee Lauder shares in Q2 2014, an estimated $132K.
  • Estee Lauder made up 0.05% of Wilmington Funds Management's portfolio in Q2 2014, its #359 holding.
  • Wilmington Funds Management first reported a position in Estee Lauder in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's Estee Lauder position peaked at $1.04M in Q2 2013.
  • 514 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.