Guardian Investment 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
Q2 | $343K | Sell |
4,250
-200
| -4% | -$16.2K | 0.35% | 48 |
|
|
2025
Q1 | $294K | Hold |
4,450
| – | – | 0.25% | 54 |
|
|
2024
Q4 | $342K | Hold |
4,450
| – | – | 0.24% | 57 |
|
|
2024
Q3 | $444K | Hold |
4,450
| – | – | 0.38% | 54 |
|
|
2024
Q2 | $473K | Sell |
4,450
-350
| -7% | -$37.2K | 0.34% | 52 |
|
|
2024
Q1 | $740K | Hold |
4,800
| – | – | 0.6% | 46 |
|
|
2023
Q4 | $702K | Sell |
4,800
-150
| -3% | -$21.9K | 0.59% | 42 |
|
|
2023
Q3 | $716K | Hold |
4,950
| – | – | 0.65% | 41 |
|
|
2023
Q2 | $972K | Sell |
4,950
-175
| -3% | -$34.4K | 0.83% | 34 |
|
|
2023
Q1 | $1.49M | Buy |
5,125
+125
| +3% | +$36.4K | 1.12% | 34 |
|
|
2022
Q4 | $1.24M | Hold |
5,000
| – | – | 1.17% | 30 |
|
|
2022
Q3 | $1.08M | Buy |
+5,000
| New | +$1.08M | 1.09% | 32 |
|
|
2018
Q4 | – | Sell |
-7,542
| Closed | -$1.08M | – | 57 |
|
|
2018
Q3 | $1.08M | Hold |
7,542
| – | – | 0.95% | 42 |
|
|
2018
Q2 | $1.08M | Hold |
7,542
| – | – | 1.03% | 38 |
|
|
2018
Q1 | $1.13M | Buy |
+7,542
| New | +$1.13M | 1.2% | 30 |
|
|
2016
Q2 | – | Sell |
-11,950
| Closed | -$1.13M | – | 56 |
|
|
2016
Q1 | $1.13M | Sell |
11,950
-750
| -6% | -$70.7K | 1.29% | 31 |
|
|
2015
Q4 | $1.12M | Hold |
12,700
| – | – | 1.2% | 36 |
|
|
2015
Q3 | $1.03M | Hold |
12,700
| – | – | 1.14% | 38 |
|
|
2015
Q2 | $1.11M | Hold |
12,700
| – | – | 1.24% | 36 |
|
|
2015
Q1 | $1.05M | Sell |
12,700
-3,000
| -19% | -$249K | 1.17% | 36 |
|
|
2014
Q4 | $1.2M | Hold |
15,700
| – | – | 1.26% | 37 |
|
|
2014
Q3 | $1.05M | Hold |
15,700
| – | – | 1.22% | 37 |
|
|
2014
Q2 | $1.17M | Hold |
15,700
| – | – | 1.27% | 35 |
|
|
2014
Q1 | $1.05M | Hold |
15,700
| – | – | 1.22% | 37 |
|
|
2013
Q4 | $1.18M | Hold |
15,700
| – | – | 1.31% | 31 |
|
|
2013
Q3 | $1.1M | Hold |
15,700
| – | – | 1.49% | 25 |
|
|
2013
Q2 | $1.04M | Buy |
+15,700
| New | +$1.04M | 1.5% | 25 |
|