ZWJ Investment Counsel’s Estee Lauder EL Stock Holding History

ZWJ Investment Counsel’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
2018 Q1	–	Sell	-4,800	Closed	-$611K	–	200
2017 Q4	$611K	Sell	4,800 -1,000	-17%	-$120K	0.05%	150
2017 Q3	$625K	Sell	5,800 -1,900	-25%	-$195K	0.05%	142
2017 Q2	$739K	Sell	7,700 -68	-0.9%	-$6.24K	0.06%	131
2017 Q1	$659K	Buy	+7,768	New	+$642K	0.05%	141

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

ZWJ Investment Counsel's EL Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of Estee Lauder (EL) in Q1 2018, closing a stake of 4,800 shares — an estimated $611K sold.

ZWJ Investment Counsel first reported a position in EL in Q1 2017 and held it in 4 quarters. The position peaked at $739K in Q2 2017. 795 funds tracked by Wall St. Rank hold EL as of Q1 2018.

ZWJ Investment Counsel reported no remaining Estee Lauder position as of Q1 2018 after selling out during the quarter.
ZWJ Investment Counsel sold 4,800 Estee Lauder shares in Q1 2018, an estimated $611K.
ZWJ Investment Counsel first reported a position in Estee Lauder in Q1 2017 and held it in 4 quarters.
ZWJ Investment Counsel's Estee Lauder position peaked at $739K in Q2 2017.
795 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.