ZAM
Zevin Asset Management’s Estee Lauder EL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-75,739
| Closed | -$5.68M | – | 83 |
|
|
2024
Q4 | $5.68M | Sell |
75,739
-4,295
| -5% | -$322K | 0.84% | 39 |
|
|
2024
Q3 | $7.98M | Buy |
80,034
+6,676
| +9% | +$666K | 1.23% | 34 |
|
|
2024
Q2 | $7.81M | Sell |
73,358
-3,737
| -5% | -$398K | 1.26% | 34 |
|
|
2024
Q1 | $11.9M | Buy |
77,095
+28,675
| +59% | +$4.42M | 1.98% | 21 |
|
|
2023
Q4 | $7.08M | Buy |
48,420
+7,121
| +17% | +$1.04M | 1.27% | 32 |
|
|
2023
Q3 | $5.97M | Buy |
+41,299
| New | +$5.97M | 1.2% | 32 |
|