Estee Lauder Cos. (EL)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:4
Ownership rank:127
% of all portfolios:0.034%
Hold Price * :$99.69
History Portfolio Manager Activity Share change % change to portfolio ▲
Q3  2024
≡ Thomas Gayner - Markel Group Buy 14,000 0.01
≡ Lindsell Train Add 26.26% 3,000 0.01
≡ Lee Ainslie - Maverick Capital Add 651.56% 17,794 0.03
≡ Hillman Value Fund Add 31.82% 14,000 0.63
≡ AKO Capital Sell 100.00% 1,409,881 2.06
Q2  2024
≡ Lee Ainslie - Maverick Capital Reduce 98.77% 219,934 0.81
≡ AKO Capital Reduce 47.97% 1,299,976 1.90
Q1  2024
≡ Lee Ainslie - Maverick Capital Add 2259.99% 213,230 0.64
≡ AKO Capital Add 44.83% 838,783 1.83
Q4  2023
≡ Lindsell Train Add 8.55% 900 0.00
≡ Lee Ainslie - Maverick Capital Add 103.30% 4,794 0.02
≡ Polen Capital Management Sell 100.00% 135,734 0.05
≡ Hillman Value Fund Buy 44,000 2.88
≡ AKO Capital Add 304.84% 1,408,897 2.93
Q3  2023
≡ Polen Capital Management Add 6.68% 8,494 0.00
≡ Lee Ainslie - Maverick Capital Buy 4,641 0.02
≡ AKO Capital Reduce 21.67% 127,827 0.30
≡ Terry Smith - Fundsmith Sell 100.00% 5,418,525 4.46
Q2  2023
≡ Polen Capital Management Add 5.64% 6,788 0.00
≡ Lindsell Train Add 11.67% 1,100 0.00
≡ Terry Smith - Fundsmith Reduce 0.18% 9,807 0.01
≡ AKO Capital Reduce 3.12% 18,976 0.06
Q1  2023
≡ Polen Capital Management Reduce 2.99% 3,710 0.00
≡ Terry Smith - Fundsmith Reduce 4.42% 251,288 0.27
≡ AKO Capital Reduce 30.36% 265,536 0.99
Q4  2022
≡ Lindsell Train Add 7.10% 625 0.00
≡ Polen Capital Management Buy 124,162 0.09
≡ Terry Smith - Fundsmith Reduce 4.64% 276,354 0.31
≡ AKO Capital Reduce 24.32% 281,008 1.13
Q3  2022
≡ Terry Smith - Fundsmith Add 0.08% 4,678 0.00
≡ AKO Capital Reduce 11.06% 143,750 0.51
Q2  2022
≡ AKO Capital Add 0.45% 5,852 0.02
≡ Terry Smith - Fundsmith Add 2.70% 156,426 0.17
Q1  2022
≡ AKO Capital Add 1.20% 15,308 0.04
≡ Terry Smith - Fundsmith Reduce 19.12% 1,370,291 1.28
Q4  2021
≡ Lee Ainslie - Maverick Capital Sell 100.00% 249 0.00
≡ Polen Capital Management Sell 100.00% 2,707 0.00
≡ AKO Capital Add 6.24% 75,039 0.27
≡ Terry Smith - Fundsmith Add 4.88% 333,409 0.30
≡ Daniel Loeb - Third Point Sell 100.00% 1,000,000 1.64
Q3  2021
≡ Polen Capital Management Reduce 98.39% 165,490 0.00
≡ Lee Ainslie - Maverick Capital Reduce 78.81% 926 0.00
≡ Terry Smith - Fundsmith Add 0.02% 1,242 0.00
≡ Daniel Loeb - Third Point Reduce 8.68% 95,000 0.16
≡ AKO Capital Reduce 13.54% 188,483 0.59
Q2  2021
≡ Lee Ainslie - Maverick Capital Reduce 76.69% 3,865 0.00
≡ Polen Capital Management Add 3.29% 5,356 0.00
≡ Terry Smith - Fundsmith Add 0.34% 23,440 0.02
≡ AKO Capital Reduce 1.73% 24,554 0.09
≡ Daniel Loeb - Third Point Add 13.47% 130,000 0.24
Q1  2021
≡ Polen Capital Management Add 0.14% 229 0.00
≡ Lee Ainslie - Maverick Capital Buy 5,040 0.01
≡ Terry Smith - Fundsmith Add 0.30% 20,343 0.02
≡ AKO Capital Reduce 10.08% 158,683 0.57
≡ Daniel Loeb - Third Point Add 382.50% 765,000 1.50
Q4  2020
≡ Lee Ainslie - Maverick Capital Sell 100.00% 63 0.00
≡ Polen Capital Management Reduce 3.60% 6,068 0.00
≡ Terry Smith - Fundsmith Reduce 0.20% 13,606 0.01
≡ AKO Capital Reduce 2.96% 48,039 0.16
≡ Daniel Loeb - Third Point Buy 200,000 0.41
Q3  2020
≡ Lee Ainslie - Maverick Capital Reduce 98.62% 4,489 0.00
≡ Terry Smith - Fundsmith Add 0.62% 41,759 0.04
≡ AKO Capital Add 1.57% 25,109 0.09
≡ Polen Capital Management Buy 168,680 0.10
Q2  2020
≡ Lee Ainslie - Maverick Capital Buy 4,552 0.02
≡ Terry Smith - Fundsmith Add 0.30% 19,912 0.02
≡ Lindsell Train Buy 8,800 0.03
≡ AKO Capital Add 37.52% 435,932 1.44
Q1  2020
≡ Terry Smith - Fundsmith Reduce 1.99% 136,925 0.12
≡ AKO Capital Add 23.71% 222,680 0.75
Q4  2019
≡ Terry Smith - Fundsmith Add 1.61% 108,840 0.11
≡ AKO Capital Reduce 3.79% 36,972 0.16
Q3  2019
≡ Terry Smith - Fundsmith Add 1.59% 105,962 0.11
≡ AKO Capital Reduce 16.68% 195,439 0.95
Q2  2019
≡ Terry Smith - Fundsmith Add 0.44% 29,082 0.03
≡ AKO Capital Reduce 2.36% 28,255 0.13
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.