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
- March 2026
“Detractors were led by Estee Lauder Companies Inc.”
Estee Lauder Companies Inc. - March 2026
“Consumer Staples and Financials weighed on relative performance. Within Consumer Staples, the portfolio’s sole holding in Estée Lauder Companies Inc. was the primary driver of underperformance, while Commerzbank AG and Standard Chartered PLC detracted within Financials.”
Estee Lauder Companies Inc. - March 2026
“Portfolio Holdings Data as of March 31, 2026. Source: FactSet, Hardman Johnston Global Advisors LLC®. The data shown is of a representative portfolio for the Hardman Johnston Select Equity strategy and is for informational purposes only and is not indicative of future portfolio characteristics/returns. Actual results may vary for each client due to specific client guidelines and other factors. The representative portfolio was chosen as most representative of the Select Equity strategy. Future investments may or may not be profitable. C ountry We ig ht ( %) Indus try Communicat ion Serv ices 8.1 Alphabet Inc. United States 7.1 Interactive Media & Services Comcast Corp. United States 0.9 Diversified Telecommunication Services Versant Media Group, Inc. United States 0.1 Media Consumer Discret ionary 2.7 SharkNinja, Inc. United States 2.7 Household Durables Consumer St aples 0.8 Estee Lauder Companies Inc. United States 0.8 Personal Care Products”
Estee Lauder Companies Inc.
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