EL
Estee Lauder Companies Inc
Estee Lauder Companies Inc historical holders
total: 13
Joho Capital Estee Lauder Companies Inc transactions over time
- Total transactions:
- 20
- New positions:
- 2
- Sold out:
- 2
- Added:
- 8
- Reduced:
- 8
- Held since:
- 2018 Q1
- Held for:
- 23 quarters
- Latest activity:
- 2023 Q4
Robert Karr has been an institutional investor in Estee Lauder Companies Inc (EL) since at least 2013 Q2. According to 2026 Q1 report, Robert Karr doesn't hold any shares. In our earliest available record from 2013 Q2, Joho Capital held about 1.60M shares of EL. Robert Karr later completely sold out the position and reinvested in EL again in 2018 Q1. Since at least 2013 Q2, Joho Capital has made 19 more transactions in this position.
When did Robert Karr exit their EL position?
Robert Karr no longer holds Estee Lauder Companies Inc (EL). They sold off their entire position in 2023 Q4, closing out an investment that began in 2013 Q2.
Has Robert Karr reinvested in EL after selling?
Yes, Robert Karr has shown renewed interest in Estee Lauder Companies Inc (EL). After completely selling their position, they reinitiated an investment in 2018 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $185.87
- Weighted AVG sell price:
- $165.30
EL transactions history by Joho Capital
20 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2023 Q4
|
0.00%
|
0
|
$144.55
|
|
-100% (-11,802)
|
-0.38%
|
|
2023 Q2
|
0.47%
|
11,802
|
$196.38
|
$2,317,677
|
+14.01% (+1,450)
|
+0.06%
|
|
2022 Q2
|
0.60%
|
10,352
|
$254.64
|
$2,636,000
|
+21.05% (+1,800)
|
+0.1%
|
|
2022 Q1
|
0.33%
|
8,552
|
$272.33
|
$2,329,000
|
+6.47% (+520)
|
+0.02%
|
|
2021 Q3
|
0.32%
|
8,032
|
$299.93
|
$2,409,000
|
-18.10% (-1,775)
|
-0.08%
|
|
2021 Q2
|
0.44%
|
9,807
|
$318.04
|
$3,119,000
|
+10.10% (+900)
|
+0.04%
|
|
2021 Q1
|
0.40%
|
8,907
|
$290.89
|
$2,591,000
|
+36.57% (+2,385)
|
+0.11%
|
|
2020 Q2
|
0.35%
|
$188.75
|
-34.60% (-3,450)
|
|||
|
2020 Q1
|
0.41%
|
$159.35
|
-39.28% (-6,450)
|
|||
|
2019 Q4
|
0.51%
|
$206.55
|
+34.36% (+4,200)
|
|||
|
2019 Q3
|
0.43%
|
$198.99
|
-1.13% (-140)
|
|||
|
2019 Q2
|
0.35%
|
$183.14
|
-24.91% (-4,100)
|
|||
|
2019 Q1
|
0.46%
|
$165.53
|
+56.04% (+5,912)
|
|||
|
2018 Q4
|
0.31%
|
$130.14
|
-23.55% (-3,250)
|
|||
|
2018 Q2
|
0.43%
|
$142.68
|
+27.78% (+3,000)
|
|||
|
2018 Q1
|
0.40%
|
$149.72
|
new
|
|||
|
2014 Q1
|
0.00%
|
$75.32
|
-100% (-1,043,453)
|
|||
|
2013 Q4
|
5.38%
|
$75.32
|
-30.25% (-452,500)
|
|||
|
2013 Q3
|
7.85%
|
$69.90
|
-6.45% (-103,101)
|
|||
|
2013 Q2
|
9.01%
|
$65.77
|
new or own*
|
|||
* 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.