EL LAUDER ESTEE COS INC

held 9 mo · 3 quarters on record · no longer held EL across all managers

Position over time

Period	Shares	% of portfolio	Activity	Value
Q2 2025	150,000	21.55%	Reduce 25.0%	$12M
Q1 2025	200,000	100.00%	Add ×2.0	$13M
Q4 2024	100,000	9.68%	NEW	$7M

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