Copeland Capital Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,177
| Closed | -$4.16M | – | 303 |
|
|
2023
Q2 | $4.16M | Buy |
21,177
+8,493
| +67% | +$1.67M | 0.09% | 113 |
|
|
2023
Q1 | $3.13M | Buy |
+12,684
| New | +$3.13M | 0.07% | 112 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$2K | – | 276 |
|
|
2020
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 215 |
|
|
2019
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 243 |
|
|
2019
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 235 |
|
|
2019
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 236 |
|
|
2019
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 228 |
|
|
2018
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 234 |
|