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EL position history

The shares of Estee Lauder (EL) that Murphy Pohlad Asset Management LLC reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q4: 33,925 shares, $2.5M, 1.1% of portfolio, New
  2. 2025 Q1: 34,575 shares, $2.3M, 0.97% of portfolio, Add +1.9%
  3. 2025 Q2: 37,905 shares, $3.1M, 1.3% of portfolio, Add +9.6%
  4. 2025 Q3: 37,905 shares, $3.3M, 1.3% of portfolio
  5. 2025 Q4: 37,905 shares, $4M, 1.5% of portfolio
  6. 2026 Q1: 37,905 shares, $2.7M, 0.98% of portfolio
  7. 2026 Q2: 37,905 shares, $3M, 1.0% of portfolio
  8. 2026 Q3: 37,555 shares, $3.5M, 1.2% of portfolio, Reduce −0.9%
Holdings date Value % of holdings Shares Filing date All 13F holders