SIP
Stoneridge Investment Partners’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Buy |
+11,644
| New | +$941K | 0.71% | 44 |
|
|
2024
Q4 | – | Sell |
-24,334
| Closed | -$2.43M | – | 149 |
|
|
2024
Q3 | $2.43M | Buy |
+24,334
| New | +$2.43M | 0.9% | 36 |
|
|
2022
Q2 | – | Sell |
-9,210
| Closed | -$2.51M | – | 100 |
|
|
2022
Q1 | $2.51M | Buy |
+9,210
| New | +$2.51M | 1.18% | 29 |
|
|
2015
Q4 | – | Sell |
-47,402
| Closed | -$3.82M | – | 288 |
|
|
2015
Q3 | $3.82M | Buy |
+47,402
| New | +$3.82M | 0.54% | 50 |
|