What smart money is saying about Estee Lauder Companies Inc.
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No fund has written a full thesis on Estee Lauder Companies Inc. in our archive, but 3 fund letters report a position in it — most recently Hardman Johnston Large Cap Equity in March 2026.
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3
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in Estee Lauder Companies Inc. on record in the archive was reported in Q1 2026, across 3 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 3 | 0 | 0 | 0 |
Fund activity · 3 positions
- HoldsHardman Johnston Large Cap EquityMarch 2026
“Detractors were led by Estee Lauder Companies Inc.”
Read the letterEstee Lauder Companies Inc. - HoldsHardman Johnston Global EquityMarch 2026
“the portfolio’s sole holding in Estée Lauder Companies Inc. was the primary driver of underperformance”
Read the letterEstee Lauder Companies Inc. - HoldsHardman Johnston Select EquityMarch 2026
“Estee Lauder Companies Inc. United States 0.8 Personal Care Products”
Read the letterEstee Lauder Companies Inc.
Read the letters behind these Estee Lauder Companies Inc. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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