Morningstar Investment Services’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,686
| Closed | -$268K | – | 205 |
|
|
2024
Q3 | $268K | Buy |
+2,686
| New | +$268K | ﹤0.01% | 360 |
|
|
2024
Q2 | – | Sell |
-2,038
| Closed | -$296K | – | 379 |
|
|
2024
Q1 | $296K | Sell |
2,038
-58,554
| -97% | -$8.5M | ﹤0.01% | 289 |
|
|
2023
Q4 | $8.94M | Buy |
60,592
+31,772
| +110% | +$4.69M | 0.05% | 139 |
|
|
2023
Q3 | $4.09M | Buy |
+28,820
| New | +$4.09M | 0.05% | 142 |
|