Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Estee Lauder Cos. (EL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 0.05 SEC
2023   Q3 135,734 0.05 Add 6.68% <0.01 $144.55 $19,620,286 SEC
2023   Q2 127,240 0.06 Add 5.64% <0.01 $196.38 $24,987,401 SEC
2023   Q1 120,452 0.08 Reduce 2.99% <0.01 $246.46 $29,686,666 SEC
2022   Q4 124,162 0.09 Buy 0.09 $248.11 $30,805,710 SEC
2021   Q4 0 0.00 Sell 100.00% <0.01 SEC
2021   Q3 2,707 <0.01 Reduce 98.39% 0.10 $299.96 $812,000 SEC
2021   Q2 168,197 0.10 Add 3.29% <0.01 $318.08 $53,500,000 SEC
2021   Q1 162,841 0.11 Add 0.14% <0.01 $290.85 $47,362,000 SEC
2020   Q4 162,612 0.10 Reduce 3.60% <0.01 $266.19 $43,286,000 SEC
2020   Q3 168,680 0.10 Buy 0.10 $218.25 $36,814,000 SEC