Estee Lauder Cos. (EL)
Sector: | Consumer Staples |
Super Investor Stats: | |
Ownership count: | 4 |
Ownership rank: | 131 |
% of all portfolios: | 0.06% |
Hold Price * : | $102.64 |
History | Portfolio Manager | Activity | Share change | % change to portfolio ▼ | |
Q3  2024 | |||||
≡ | Hillman Value Fund | Add 31.82% | 14,000 | 0.63 | |
≡ | Lindsell Train | Add 26.26% | 3,000 | 0.01 | |
Q2  2024 | |||||
≡ | AKO Capital | Reduce 47.97% | 1,299,976 | 1.90 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 98.77% | 219,934 | 0.81 | |
Q1  2024 | |||||
≡ | AKO Capital | Add 44.83% | 838,783 | 1.83 | |
≡ | Lee Ainslie - Maverick Capital | Add 2259.99% | 213,230 | 0.64 | |
Q4  2023 | |||||
≡ | AKO Capital | Add 304.84% | 1,408,897 | 2.93 | |
≡ | Hillman Value Fund | Buy | 44,000 | 2.88 | |
≡ | Polen Capital Management | Sell 100.00% | 135,734 | 0.05 | |
≡ | Lee Ainslie - Maverick Capital | Add 103.30% | 4,794 | 0.02 | |
≡ | Lindsell Train | Add 8.55% | 900 | 0.00 | |
Q3  2023 | |||||
≡ | Terry Smith - Fundsmith | Sell 100.00% | 5,418,525 | 4.46 | |
≡ | AKO Capital | Reduce 21.67% | 127,827 | 0.30 | |
≡ | Lee Ainslie - Maverick Capital | Buy | 4,641 | 0.02 | |
≡ | Polen Capital Management | Add 6.68% | 8,494 | 0.00 | |
Q2  2023 | |||||
≡ | AKO Capital | Reduce 3.12% | 18,976 | 0.06 | |
≡ | Terry Smith - Fundsmith | Reduce 0.18% | 9,807 | 0.01 | |
≡ | Lindsell Train | Add 11.67% | 1,100 | 0.00 | |
≡ | Polen Capital Management | Add 5.64% | 6,788 | 0.00 | |
Q1  2023 | |||||
≡ | AKO Capital | Reduce 30.36% | 265,536 | 0.99 | |
≡ | Terry Smith - Fundsmith | Reduce 4.42% | 251,288 | 0.27 | |
≡ | Polen Capital Management | Reduce 2.99% | 3,710 | 0.00 | |
Q4  2022 | |||||
≡ | AKO Capital | Reduce 24.32% | 281,008 | 1.13 | |
≡ | Terry Smith - Fundsmith | Reduce 4.64% | 276,354 | 0.31 | |
≡ | Polen Capital Management | Buy | 124,162 | 0.09 | |
≡ | Lindsell Train | Add 7.10% | 625 | 0.00 | |
Q3  2022 | |||||
≡ | AKO Capital | Reduce 11.06% | 143,750 | 0.51 | |
≡ | Terry Smith - Fundsmith | Add 0.08% | 4,678 | 0.00 | |
Q2  2022 | |||||
≡ | Terry Smith - Fundsmith | Add 2.70% | 156,426 | 0.17 | |
≡ | AKO Capital | Add 0.45% | 5,852 | 0.02 | |
Q1  2022 | |||||
≡ | Terry Smith - Fundsmith | Reduce 19.12% | 1,370,291 | 1.28 | |
≡ | AKO Capital | Add 1.20% | 15,308 | 0.04 | |
Q4  2021 | |||||
≡ | Daniel Loeb - Third Point | Sell 100.00% | 1,000,000 | 1.64 | |
≡ | Terry Smith - Fundsmith | Add 4.88% | 333,409 | 0.30 | |
≡ | AKO Capital | Add 6.24% | 75,039 | 0.27 | |
≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 249 | 0.00 | |
≡ | Polen Capital Management | Sell 100.00% | 2,707 | 0.00 | |
Q3  2021 | |||||
≡ | AKO Capital | Reduce 13.54% | 188,483 | 0.59 | |
≡ | Daniel Loeb - Third Point | Reduce 8.68% | 95,000 | 0.16 | |
≡ | Terry Smith - Fundsmith | Add 0.02% | 1,242 | 0.00 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 78.81% | 926 | 0.00 | |
≡ | Polen Capital Management | Reduce 98.39% | 165,490 | 0.00 | |
Q2  2021 | |||||
≡ | Daniel Loeb - Third Point | Add 13.47% | 130,000 | 0.24 | |
≡ | AKO Capital | Reduce 1.73% | 24,554 | 0.09 | |
≡ | Terry Smith - Fundsmith | Add 0.34% | 23,440 | 0.02 | |
≡ | Polen Capital Management | Add 3.29% | 5,356 | 0.00 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 76.69% | 3,865 | 0.00 | |
Q1  2021 | |||||
≡ | Daniel Loeb - Third Point | Add 382.50% | 765,000 | 1.50 | |
≡ | AKO Capital | Reduce 10.08% | 158,683 | 0.57 | |
≡ | Terry Smith - Fundsmith | Add 0.30% | 20,343 | 0.02 | |
≡ | Lee Ainslie - Maverick Capital | Buy | 5,040 | 0.01 | |
≡ | Polen Capital Management | Add 0.14% | 229 | 0.00 | |
Q4  2020 | |||||
≡ | Daniel Loeb - Third Point | Buy | 200,000 | 0.41 | |
≡ | AKO Capital | Reduce 2.96% | 48,039 | 0.16 | |
≡ | Terry Smith - Fundsmith | Reduce 0.20% | 13,606 | 0.01 | |
≡ | Polen Capital Management | Reduce 3.60% | 6,068 | 0.00 | |
≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 63 | 0.00 | |
Q3  2020 | |||||
≡ | Polen Capital Management | Buy | 168,680 | 0.10 | |
≡ | AKO Capital | Add 1.57% | 25,109 | 0.09 | |
≡ | Terry Smith - Fundsmith | Add 0.62% | 41,759 | 0.04 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 98.62% | 4,489 | 0.00 | |
Q2  2020 | |||||
≡ | AKO Capital | Add 37.52% | 435,932 | 1.44 | |
≡ | Lindsell Train | Buy | 8,800 | 0.03 | |
≡ | Terry Smith - Fundsmith | Add 0.30% | 19,912 | 0.02 | |
≡ | Lee Ainslie - Maverick Capital | Buy | 4,552 | 0.02 | |
Q1  2020 | |||||
≡ | AKO Capital | Add 23.71% | 222,680 | 0.75 | |
≡ | Terry Smith - Fundsmith | Reduce 1.99% | 136,925 | 0.12 | |
Q4  2019 | |||||
≡ | AKO Capital | Reduce 3.79% | 36,972 | 0.16 | |
≡ | Terry Smith - Fundsmith | Add 1.61% | 108,840 | 0.11 | |
Q3  2019 | |||||
≡ | AKO Capital | Reduce 16.68% | 195,439 | 0.95 | |
≡ | Terry Smith - Fundsmith | Add 1.59% | 105,962 | 0.11 | |
Q2  2019 | |||||
≡ | AKO Capital | Reduce 2.36% | 28,255 | 0.13 | |
≡ | Terry Smith - Fundsmith | Add 0.44% | 29,082 | 0.03 | |
Q1  2019 | |||||
≡ | Terry Smith - Fundsmith | Add 5.56% | 349,306 | 0.33 | |
Q4  2018 | |||||
≡ | Terry Smith - Fundsmith | Add 6.83% | 401,400 | 0.37 | |
Q3  2018 | |||||
≡ | Terry Smith - Fundsmith | Add 19.62% | 964,438 | 0.94 | |
Q1  2018 | |||||
≡ | Thomas Russo - Gardner Russo & Quinn | Sell 100.00% | 190 | 0.00 | |
Q4  2017 | |||||
≡ | Thomas Russo - Gardner Russo & Quinn | Buy | 190 | 0.00 | |
Q3  2012 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 3,163,643 | 1.09 | |
Q1  2012 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Buy | 3,163,643 | 1.26 | |
Q4  2011 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 3,670,676 | 1.34 | |
Q3  2011 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Reduce 31.64% | 1,699,038 | 0.62 | |
Q2  2011 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Reduce 11.41% | 691,410 | 0.28 | |
Q4  2010 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Reduce 43.46% | 4,658,942 | 1.67 | |
Q3  2010 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Reduce 12.21% | 1,490,974 | 0.44 | |
Q2  2010 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Add 74.51% | 5,213,686 | 1.56 | |
Q1  2010 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Add 14.60% | 891,488 | 0.28 | |
Q4  2009 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Add 309.91% | 4,616,310 | 1.14 | |
Q3  2009 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Buy | 1,489,556 | 0.36 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.