HealthCor Management’s Estee Lauder EL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-350,000	Closed	-$26.4M	–	51
2013 Q4	$26.4M	Buy	350,000 +50,000	+17%	+$3.77M	1.6%	20
2013 Q3	$21M	Buy	+300,000	New	+$21M	1.12%	28