Evercore Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-821
| Closed | -$202K | – | 418 |
|
|
2023
Q1 | $202K | Hold |
821
| – | – | ﹤0.01% | 383 |
|
|
2022
Q4 | $204K | Buy |
+821
| New | +$183K | ﹤0.01% | 384 |
|
|
2022
Q3 | – | Sell |
-832
| Closed | -$212K | – | 382 |
|
|
2022
Q2 | $212K | Sell |
832
-55
| -6% | -$14K | ﹤0.01% | 371 |
|
|
2022
Q1 | $242K | Sell |
887
-1
| -0.1% | -$301 | ﹤0.01% | 390 |
|
|
2021
Q4 | $329K | Hold |
888
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $266K | Sell |
888
-136
| -13% | -$44.4K | ﹤0.01% | 382 |
|
|
2021
Q2 | $325K | Sell |
1,024
-9
| -0.9% | -$2.73K | 0.01% | 355 |
|
|
2021
Q1 | $300K | Sell |
1,033
-182
| -15% | -$49.8K | 0.01% | 362 |
|
|
2020
Q4 | $323K | Buy |
1,215
+8
| +0.7% | +$1.93K | 0.01% | 349 |
|
|
2020
Q3 | $264K | Sell |
1,207
-7
| -0.6% | -$1.44K | 0.01% | 325 |
|
|
2020
Q2 | $229K | Sell |
1,214
-216
| -15% | -$38.6K | 0.01% | 344 |
|
|
2020
Q1 | $228K | Sell |
1,430
-612
| -30% | -$118K | 0.01% | 325 |
|
|
2019
Q4 | $422K | Buy |
2,042
+752
| +58% | +$146K | 0.01% | 303 |
|
|
2019
Q3 | $257K | Sell |
1,290
-65
| -5% | -$12.4K | 0.01% | 356 |
|
|
2019
Q2 | $248K | Hold |
1,355
| – | – | 0.01% | 363 |
|
|
2019
Q1 | $224K | Buy |
+1,355
| New | +$199K | 0.01% | 375 |
|
|
2018
Q1 | – | Sell |
-655
| Closed | -$83K | – | 469 |
|
|
2017
Q4 | $83K | Hold |
655
| – | – | ﹤0.01% | 500 |
|
|
2017
Q3 | $70K | Buy |
655
+65
| +11% | +$6.67K | ﹤0.01% | 525 |
|
|
2017
Q2 | $57K | Hold |
590
| – | – | ﹤0.01% | 560 |
|
|
2017
Q1 | $50K | Sell |
590
-2,202
| -79% | -$182K | ﹤0.01% | 598 |
|
|
2016
Q4 | $213K | Buy |
2,792
+317
| +13% | +$25.8K | 0.01% | 357 |
|
|
2016
Q3 | $219K | Hold |
2,475
| – | – | 0.01% | 357 |
|
|
2016
Q2 | $225K | Buy |
2,475
+1,165
| +89% | +$109K | 0.01% | 340 |
|
|
2016
Q1 | $123K | Buy |
1,310
+230
| +21% | +$20.5K | 0.01% | 422 |
|
|
2015
Q4 | $95K | Buy |
1,080
+540
| +100% | +$46K | ﹤0.01% | 481 |
|
|
2015
Q3 | $44K | Hold |
540
| – | – | ﹤0.01% | 602 |
|
|
2015
Q2 | $47K | Buy |
540
+20
| +4% | +$1.73K | ﹤0.01% | 649 |
|
|
2015
Q1 | $43K | Buy |
+520
| New | +$40.9K | ﹤0.01% | 649 |
|
|
2014
Q1 | – | Sell |
-6,705
| Closed | -$503K | – | 907 |
|
|
2013
Q4 | $503K | Buy |
6,705
+6,669
| +18,525% | +$483K | 0.03% | 261 |
|
|
2013
Q3 | $3K | Buy |
+36
| New | +$2.44K | ﹤0.01% | 927 |
|
Other funds holding EL
Evercore Wealth Management's EL Position: Q2 2023 in Review
Evercore Wealth Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 821 shares — an estimated $202K sold.
Evercore Wealth Management first reported a position in EL in Q3 2013 and held it in 30 quarters. The position peaked at $503K in Q4 2013. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.
- Evercore Wealth Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
- Evercore Wealth Management sold 821 Estee Lauder shares in Q2 2023, an estimated $202K.
- Evercore Wealth Management first reported a position in Estee Lauder in Q3 2013 and held it in 30 quarters.
- Evercore Wealth Management's Estee Lauder position peaked at $503K in Q4 2013.
- 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.
Based on Evercore Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.