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Winton Capital Management’s Estee Lauder EL Stock Holding History

Winton 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
2014
Q1 		$23.8M Buy
355,954
+56,666
+19% +$3.94M 0.16% 238
2013
Q4 		$22.5M Buy
299,288
+33,193
+12% +$2.4M 0.2% 204
2013
Q3 		$18.6M Buy
266,095
+5,215
+2% +$353K 0.22% 173
2013
Q2 		$17.2M Buy
+260,880
New +$17.8M 0.21% 178

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
MC
Montag & Caldwell Atlanta, Georgia $457M AUM 20.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Winton Capital Management's EL Position: Q1 2014 in Review

Winton Capital Management increased its Estee Lauder (EL) stake by 19% in Q1 2014, buying an estimated $3.94M and bringing the position to 355,954 shares worth $23.8M. The position accounts for 0.16% of the portfolio, ranked #238.

Winton Capital Management first reported a position in EL in Q2 2013 and has held it in 4 quarters since. 511 funds tracked by Wall St. Rank hold EL as of Q1 2014.

  • Winton Capital Management held 355,954 shares of Estee Lauder worth $23.8M as of Q1 2014.
  • Winton Capital Management bought 56,666 Estee Lauder shares in Q1 2014, an estimated $3.94M.
  • Estee Lauder made up 0.16% of Winton Capital Management's portfolio in Q1 2014, its #238 holding.
  • Winton Capital Management first reported a position in Estee Lauder in Q2 2013 and has held it in 4 quarters since.
  • 511 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.