YorkBridge Wealth Partners’s Estee Lauder EL Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-192	Closed	-$35K	–	308
2019 Q2	$35K	Sell	192 -2	-1%	-$342	0.02%	406
2019 Q1	$32K	Hold	194	–	–	0.01%	403
2018 Q4	$25K	Hold	194	–	–	0.01%	408
2018 Q3	$28K	Hold	194	–	–	0.01%	436
2018 Q2	$28K	Sell	194 -4	-2%	-$592	0.01%	448
2018 Q1	$30K	Hold	198	–	–	0.01%	431
2017 Q4	$27K	Sell	198 -32	-14%	-$3.84K	0.01%	449
2017 Q3	$25K	Hold	230	–	–	0.01%	465
2017 Q2	$22K	Hold	230	–	–	0.01%	480
2017 Q1	$20K	Buy	230 +27	+13%	+$2.23K	0.01%	506
2016 Q4	$16K	Buy	+203	New	+$16.5K	0.01%	497

Other funds holding EL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's EL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Estee Lauder (EL) in Q3 2019, closing a stake of 192 shares — an estimated $35K sold.

YorkBridge Wealth Partners first reported a position in EL in Q4 2016 and held it in 11 quarters. The position peaked at $35K in Q2 2019. 958 funds tracked by Wall St. Rank hold EL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Estee Lauder position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 192 Estee Lauder shares in Q3 2019, an estimated $35K.
YorkBridge Wealth Partners first reported a position in Estee Lauder in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Estee Lauder position peaked at $35K in Q2 2019.
958 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.