Michael Lindsell, Nick Train
Lindsell Train
Lindsell Train Estee Lauder Companies Inc stake
total: 40
Lindsell Train EL trades
- Total transactions:
- 7
- New positions:
- 1
- Added:
- 5
- Reduced:
- 1
- Held since:
- 2020 Q2
- Held for:
- 25 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Lindsell Train holds 15,000 Estee Lauder Companies Inc (EL) shares with a market value of roughly $1.18M accounting for 0.05% of the overall portfolio. To date, the estimated cost basis is nearly $164.95 for "buy" trades and estimated average "sell" price is $71.77. Lindsell Train first purchased EL in 2020 Q2, initially acquiring 8,800 shares. Since the initial investment in Estee Lauder Companies Inc (EL), Lindsell Train has made 6 more transactions.
When did Lindsell Train buy Estee Lauder Companies Inc (EL)?
Lindsell Train first invested in Estee Lauder Companies Inc (EL) in 2020 Q2 at the reported quarter-end price of $188.64 per share.
What's the cost basis of Lindsell Train's EL stake?
The estimated cost basis for Estee Lauder Companies Inc (EL) stake is around $164.95 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $164.94
- Weighted AVG sell price:
- $71.77
Lindsell Train's historical trades in Estee Lauder Companies Inc
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.03%
|
15,000
|
$71.77
|
$1,076,550
|
-3.23% (-500)
|
-0%
|
|
2025 Q3
|
0.03%
|
15,500
|
$88.12
|
$1,365,860
|
+7.45% (+1,075)
|
+0%
|
|
2024 Q3
|
0.03%
|
14,425
|
$99.69
|
$1,438,028
|
+26.26% (+3,000)
|
+0.01%
|
|
2023 Q4
|
0.03%
|
11,425
|
$146.33
|
$1,671,820
|
+8.55% (+900)
|
+0%
|
|
2023 Q2
|
0.04%
|
10,525
|
$196.38
|
$2,066,847
|
+11.67% (+1,100)
|
+0%
|
|
2022 Q4
|
0.04%
|
9,425
|
$248.21
|
$2,339,426
|
+7.10% (+625)
|
+0%
|
|
2020 Q2
|
0.03%
|
$188.64
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.