Evergreen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,638
| Closed | -$273K | – | 1117 |
|
|
2024
Q4 | $273K | Buy |
+3,638
| New | +$273K | 0.01% | 789 |
|
|
2023
Q2 | – | Sell |
-861
| Closed | -$212K | – | 812 |
|
|
2023
Q1 | $212K | Sell |
861
-52
| -6% | -$12.8K | 0.01% | 636 |
|
|
2022
Q4 | $227K | Sell |
913
-171
| -16% | -$42.4K | 0.01% | 568 |
|
|
2022
Q3 | $234K | Buy |
1,084
+237
| +28% | +$51.2K | 0.01% | 511 |
|
|
2022
Q2 | $216K | Buy |
+847
| New | +$216K | 0.01% | 505 |
|
|
2021
Q1 | – | Sell |
-1,034
| Closed | -$275K | – | 513 |
|
|
2020
Q4 | $275K | Buy |
1,034
+8
| +0.8% | +$2.13K | 0.02% | 363 |
|
|
2020
Q3 | $224K | Buy |
+1,026
| New | +$224K | 0.02% | 373 |
|
|
2020
Q1 | – | Sell |
-1,089
| Closed | -$225K | – | 410 |
|
|
2019
Q4 | $225K | Buy |
+1,089
| New | +$225K | 0.02% | 416 |
|