Port Capital’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Hold
5,578
0.02% 68
2025
Q1
$368K Sell
5,578
-1,016
-15% -$67K 0.02% 72
2024
Q4
$494K Buy
6,594
+625
+10% +$46.8K 0.02% 68
2024
Q3
$595K Sell
5,969
-265
-4% -$26.4K 0.03% 65
2024
Q2
$663K Buy
6,234
+161
+3% +$17.1K 0.03% 58
2024
Q1
$936K Sell
6,073
-31
-0.5% -$4.78K 0.05% 50
2023
Q4
$893K Buy
6,104
+31
+0.5% +$4.54K 0.05% 51
2023
Q3
$878K Buy
6,073
+89
+1% +$12.9K 0.05% 48
2023
Q2
$1.18M Buy
+5,984
New +$1.18M 0.07% 44