Waverton Investment Management’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 | $12.2M | Buy |
151,575
+50,625
| +50% | +$4.09M | 0.17% | 49 |
|
|
2025
Q1 | $6.67M | Buy |
100,950
+1,250
| +1% | +$82.5K | 0.1% | 52 |
|
|
2024
Q4 | $7.47M | Buy |
+99,700
| New | +$7.47M | 0.12% | 50 |
|
|
2013
Q4 | – | Sell |
-62,710
| Closed | -$4.38M | – | 170 |
|
|
2013
Q3 | $4.38M | Buy |
62,710
+20,340
| +48% | +$1.42M | 0.26% | 69 |
|
|
2013
Q2 | $2.79M | Buy |
+42,370
| New | +$2.79M | 0.24% | 46 |
|