UBS O'Connor’s Estee Lauder EL Stock Holding History

UBS O'Connor’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-150,000	Closed	-$152K	–	468
2014 Q1	$152K	Buy	+150,000	New	+$10.4M	﹤0.01%	403

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS O'Connor's EL Position: Q3 2025 in Review

UBS O'Connor sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 40,000 shares — an estimated $3.23M sold.

UBS O'Connor first reported a position in EL in Q2 2013 and held it in 20 quarters. The position peaked at $63.9M in Q2 2013. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

UBS O'Connor reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
UBS O'Connor sold 40,000 Estee Lauder shares in Q3 2025, an estimated $3.23M.
UBS O'Connor first reported a position in Estee Lauder in Q2 2013 and held it in 20 quarters.
UBS O'Connor's Estee Lauder position peaked at $63.9M in Q2 2013.
822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.