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Disclosery

Avalon Investment & Advisory: EL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on EL, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 10,139 EL shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 10,139 shares
    Change vs previous 13F -3,885 shares

    0.07% of the 13F portfolio, value $2,498,954.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 14,024 shares
    Change vs previous 13F -1,944 shares

    0.1% of the 13F portfolio, value $3,480,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 15,968 shares
    Change vs previous 13F -142 shares

    0.11% of the 13F portfolio, value $3,448,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 16,110 shares
    Change vs previous 13F -359 shares

    0.12% of the 13F portfolio, value $4,103,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 16,469 shares
    Change vs previous 13F +5,214 shares

    0.11% of the 13F portfolio, value $4,485,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 11,255 shares
    Change vs previous 13F -7,519 shares

    0.1% of the 13F portfolio, value $4,167,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 18,774 shares
    Change vs previous 13F +3,097 shares

    0.13% of the 13F portfolio, value $5,631,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 15,677 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,986,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).