CAI
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Capital Advisors Inc’s Estee Lauder EL Stock Holding History

Capital Advisors Inc’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
2024
Q2 		– Sell
-1,600
Closed -$247K – 314
2024
Q1 		$247K Sell
1,600
-43
-3% -$6.1K 0.01% 266
2023
Q4 		$240K Sell
1,643
-1
-0.1% -$133 0.01% 259
2023
Q3 		$238K Sell
1,644
-5
-0.3% -$834 0.01% 232
2023
Q2 		$324K Buy
1,649
+5
+0.3% +$1.06K 0.01% 212
2023
Q1 		$405K Hold
1,644
– – 0.01% 182
2022
Q4 		$408K Hold
1,644
– – 0.01% 181
2022
Q3 		$344K Hold
1,644
– – 0.01% 185
2022
Q2 		$419K Hold
1,644
– – 0.01% 175
2022
Q1 		$448K Sell
1,644
-7
-0.4% -$2.11K 0.01% 174
2021
Q4 		$611K Sell
1,651
-9
-0.5% -$3.06K 0.02% 157
2021
Q3 		$498K Hold
1,660
– – 0.01% 166
2021
Q2 		$528K Buy
1,660
+7
+0.4% +$2.12K 0.02% 161
2021
Q1 		$481K Hold
1,653
– – 0.02% 161
2020
Q4 		$440K Buy
+1,653
New +$398K 0.02% 145

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