Guardian Capital Advisors (Canada)’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,992
Closed -$204K 171
2024
Q2
$204K Hold
1,992
0.02% 167
2024
Q1
$275K Hold
1,992
0.03% 150
2023
Q4
$277K Buy
1,992
+12
+0.6% +$1.59K 0.03% 153
2023
Q3
$278K Hold
1,980
0.03% 150
2023
Q2
$378K Buy
+1,980
New +$420K 0.04% 132

Other funds holding EL

Guardian Capital Advisors (Canada)'s EL Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 1,992 shares — an estimated $204K sold.

Guardian Capital Advisors (Canada) first reported a position in EL in Q2 2023 and held it in 5 quarters. The position peaked at $378K in Q2 2023. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Guardian Capital Advisors (Canada) reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 1,992 Estee Lauder shares in Q3 2024, an estimated $204K.
  • Guardian Capital Advisors (Canada) first reported a position in Estee Lauder in Q2 2023 and held it in 5 quarters.
  • Guardian Capital Advisors (Canada)'s Estee Lauder position peaked at $378K in Q2 2023.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.