Wright Investors Service’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,541
| Closed | -$695K | – | 146 |
|
|
2023
Q2 | $695K | Sell |
3,541
-94
| -3% | -$18.5K | 0.2% | 113 |
|
|
2023
Q1 | $896K | Buy |
+3,635
| New | +$896K | 0.25% | 100 |
|
|
2019
Q4 | – | Sell |
-1,665
| Closed | -$331K | – | 147 |
|
|
2019
Q3 | $331K | Hold |
1,665
| – | – | 0.12% | 133 |
|
|
2019
Q2 | $305K | Sell |
1,665
-1,770
| -52% | -$324K | 0.12% | 137 |
|
|
2019
Q1 | $569K | Sell |
3,435
-586
| -15% | -$97.1K | 0.23% | 98 |
|
|
2018
Q4 | $523K | Sell |
4,021
-7
| -0.2% | -$910 | 0.22% | 98 |
|
|
2018
Q3 | $585K | Buy |
+4,028
| New | +$585K | 0.21% | 102 |
|
|
2016
Q3 | – | Sell |
-4,295
| Closed | -$391K | – | 209 |
|
|
2016
Q2 | $391K | Hold |
4,295
| – | – | 0.16% | 169 |
|
|
2016
Q1 | $405K | Buy |
4,295
+1,505
| +54% | +$142K | 0.16% | 168 |
|
|
2015
Q4 | $246K | Hold |
2,790
| – | – | 0.09% | 229 |
|
|
2015
Q3 | $225K | Buy |
+2,790
| New | +$225K | 0.1% | 208 |
|