Kovitz Investment Group Partners’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 | $3.6M | Buy |
44,594
+14,361
| +48% | +$1.16M | 0.02% | 503 |
|
|
2025
Q1 | $2M | Buy |
30,233
+10,263
| +51% | +$677K | 0.01% | 583 |
|
|
2024
Q4 | $1.5M | Buy |
19,970
+7,638
| +62% | +$573K | 0.01% | 627 |
|
|
2024
Q3 | $1.03M | Buy |
+12,332
| New | +$1.03M | 0.01% | 618 |
|
|
2023
Q3 | – | Sell |
-8,110
| Closed | -$1.59M | – | 396 |
|
|
2023
Q2 | $1.59M | Sell |
8,110
-5,221
| -39% | -$1.03M | 0.02% | 257 |
|
|
2023
Q1 | $3.29M | Sell |
13,331
-4,588
| -26% | -$1.13M | 0.06% | 197 |
|
|
2022
Q4 | $4.45M | Buy |
17,919
+2,854
| +19% | +$708K | 0.09% | 169 |
|
|
2022
Q3 | $3.25M | Buy |
15,065
+1,657
| +12% | +$358K | 0.08% | 187 |
|
|
2022
Q2 | $3.42M | Buy |
+13,408
| New | +$3.42M | 0.08% | 193 |
|