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Terry Smith's The Estée Lauder Companies Inc. (EL) position

Not anymore: Terry Smith fully exited EL in Q3 2023. The position peaked at $2.7B in Q4 2021.
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Value at exit
$1.1B
Shares at exit
5.4M
Est. average buy price (i)
$276.32
est. since Q1 2021
Quarter-end price
$196.38

Estimated trade prices

Average price in quarters with purchases
$311.15
Average prices in quarters with sales
  • Q2 2023: $212.15 (10K shares sold)
  • Q1 2023: $254.05 (251K shares sold)
  • Q4 2022: $223.34 (276K shares sold)
  • Q1 2022: $300.92 (1.4M shares sold)

EL price vs Smith's position

1Y 3Y 5Y MAX
Dates
$50$200$40020222023202420252026Added 1K shares (under 0.1%) · Q3 2021. Average closing price $326.67 · Price range $299.93–$344.311KsharespurchasedAdded 333K shares (4.9%) · Q4 2021. Average closing price $339.40 · Price range $304.25–$370.20333KsharespurchasedSold 1.4M shares (19.1%) · Q1 2022. Average closing price $300.92 · Price range $250.38–$371.861.4MsharessoldAdded 156K shares (2.7%) · Q2 2022. Average closing price $253.70 · Price range $229.13–$278.62156KsharespurchasedAdded 5K shares (under 0.1%) · Q3 2022. Average closing price $255.30 · Price range $215.90–$281.625KsharespurchasedSold 276K shares (4.6%) · Q4 2022. Average closing price $223.34 · Price range $189.96–$249.93276KsharessoldSold 251K shares (4.4%) · Q1 2023. Average closing price $254.05 · Price range $234.56–$280.80251KsharessoldSold 10K shares (0.2%) · Q2 2023. Average closing price $212.15 · Price range $176.53–$258.4810Ksharessold← Earlier —1 purchase
Average closing price · filing quarter
$212.15
Price range · filing quarter
$176.53 – $258.48
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q3 2023 Exited −5.4M −$903M −100.0% 0 Nov 14, 2023
Q2 2023 Reduced −10K −$2.1M −0.2% 5.4M Aug 14, 2023
Q1 2023 Reduced −251K −$64M −4.4% 5.4M May 15, 2023
Q4 2022 Reduced −276K −$62M −4.6% 5.7M Feb 14, 2023
Q3 2022 Added +5K +$1.2M +0.1% 6.0M Nov 14, 2022
Q2 2022 Added +156K +$40M +2.7% 6.0M Aug 15, 2022
Q1 2022 Reduced −1.4M −$412M −19.1% 5.8M May 16, 2022
Q4 2021 Added +333K +$113M +4.9% 7.2M Feb 14, 2022
Q3 2021 Added +1K +$406K 0.0% 6.8M Nov 12, 2021
Q2 2021 Added +23K +$7.1M +0.3% 6.8M Aug 13, 2021
Q1 2021 First covered – – – 6.8M May 14, 2021
Data through Q3 2023 · filed Nov 14, 2023
11 grouped rows from 11 quarters

More Smith positions

Marriott International, Inc.(MAR)
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8.6% of portfolio

Stryker Corporation(SYK)
$1.0B
7.8% of portfolio

Waters Corporation(WAT)
$957M
7.5% of portfolio

Visa Inc.(V)
$938M
7.3% of portfolio

Alphabet Inc.(GOOGL)
$832M
6.6% of portfolio

Philip Morris International Inc.(PM)
$845M
6.6% of portfolio

Common questions

Does Terry Smith own EL?

Not currently. Terry Smith fully exited EL in Q3 2023, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Terry Smith buy EL?

Terry Smith held EL since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Terry Smith sell EL?

Yes. Terry Smith reduced and then fully exited EL by Q3 2023; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of EL does Terry Smith own?

None as of the latest filing: Terry Smith has exited EL. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Terry Smith pay for EL?

Terry Smith began building the EL position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.