HHM Wealth Advisors’s Estee Lauder EL Stock Holding History

HHM Wealth Advisors’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79	Buy	+1	New	+$81	﹤0.01%	885
2025 Q3	–	Sell	-20	Closed	-$1.62K	–	873
2025 Q2	$1.62K	Hold	20	–	–	﹤0.01%	786
2025 Q1	$1.32K	Hold	20	–	–	﹤0.01%	803
2024 Q4	$1.5K	Hold	20	–	–	﹤0.01%	789
2024 Q3	$1.99K	Hold	20	–	–	﹤0.01%	708
2024 Q2	$2.13K	Hold	20	–	–	﹤0.01%	700
2024 Q1	$3.08K	Hold	20	–	–	﹤0.01%	663
2023 Q4	$2.92K	Hold	20	–	–	﹤0.01%	667
2023 Q3	$2.89K	Hold	20	–	–	﹤0.01%	693
2023 Q2	$3.93K	Sell	20 -6	-23%	-$1.27K	﹤0.01%	683
2023 Q1	$6.41K	Hold	26	–	–	﹤0.01%	600
2022 Q4	$6.45K	Buy	26 +6	+30%	+$1.34K	﹤0.01%	508
2022 Q3	$4K	Hold	20	–	–	﹤0.01%	549
2022 Q2	$5K	Hold	20	–	–	﹤0.01%	633
2022 Q1	$5K	Hold	20	–	–	﹤0.01%	606
2021 Q4	$7K	Hold	20	–	–	﹤0.01%	544
2021 Q3	$6K	Hold	20	–	–	﹤0.01%	532
2021 Q2	$6K	Hold	20	–	–	﹤0.01%	513
2021 Q1	$6K	Hold	20	–	–	﹤0.01%	483
2020 Q4	$5K	Hold	20	–	–	﹤0.01%	462
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	437
2020 Q2	$4K	Buy	+20	New	+$3.57K	﹤0.01%	422

Other funds holding EL

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return