HighPoint Advisor Group’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,322
| Closed | -$348K | – | 771 |
|
|
2025
Q4 | $348K | Buy |
3,322
+460
| +16% | +$44.6K | 0.01% | 793 |
|
|
2025
Q3 | $252K | Sell |
2,862
-92
| -3% | -$8.19K | 0.01% | 595 |
|
|
2025
Q2 | $239K | Buy |
+2,954
| New | +$190K | 0.01% | 598 |
|
|
2024
Q3 | – | Sell |
-2,693
| Closed | -$268K | – | 712 |
|
|
2024
Q2 | $268K | Sell |
2,693
-654
| -20% | -$85.8K | 0.02% | 505 |
|
|
2024
Q1 | $451K | Buy |
3,347
+54
| +2% | +$7.66K | 0.03% | 369 |
|
|
2023
Q4 | $458K | Buy |
+3,293
| New | +$437K | 0.03% | 371 |
|
|
2022
Q2 | $749K | Buy |
+2,911
| New | +$739K | 0.08% | 194 |
|
|
2021
Q3 | $435K | Sell |
1,450
-1,936
| -57% | -$632K | 0.04% | 334 |
|
|
2021
Q2 | $1.08M | Buy |
3,386
+286
| +9% | +$86.7K | 0.11% | 153 |
|
|
2021
Q1 | $937K | Buy |
3,100
+75
| +2% | +$20.5K | 0.11% | 154 |
|
|
2020
Q4 | $845K | Buy |
3,025
+1,952
| +182% | +$470K | 0.1% | 163 |
|
|
2020
Q3 | $254K | Buy |
1,073
+8
| +0.8% | +$1.65K | 0.05% | 302 |
|
|
2020
Q2 | $202K | Buy |
+1,065
| New | +$190K | 0.04% | 311 |
|
|
2020
Q1 | – | Sell |
-1,141
| Closed | -$248K | – | 362 |
|
|
2019
Q4 | $248K | Buy |
1,141
+69
| +6% | +$13.4K | 0.05% | 296 |
|
|
2019
Q3 | $200K | Buy |
1,072
+80
| +8% | +$15.3K | 0.04% | 317 |
|
|
2019
Q2 | $187K | Buy |
+992
| New | +$169K | 0.04% | 324 |
|
|
2018
Q4 | – | Sell |
-1,463
| Closed | -$185K | – | 332 |
|
|
2018
Q3 | $185K | Buy |
+1,463
| New | +$203K | 0.05% | 313 |
|
|
2018
Q2 | – | Sell |
-7,032
| Closed | -$1.08M | – | 332 |
|
|
2018
Q1 | $1.08M | Buy |
7,032
+158
| +2% | +$21.9K | 0.3% | 88 |
|
|
2017
Q4 | $945K | Buy |
+6,874
| New | +$826K | 0.27% | 93 |
|
Other funds holding EL
VCM
VPM
IFP