SEC 13F Intelligence

Lazard Freres Gestion S.a.s. / EL

Lazard Freres Gestion S.a.s.’s Lauder Estee Cos Inc Position

Does Lazard Freres Gestion S.a.s. own Lauder Estee Cos Inc (EL)? Yes — 1.11M shares worth $80M (+1.57% of its 13F portfolio) as of Q1 2026, down from 1.12M shares the prior filed quarter.

Position Value
$80M
Q1 2026
Shares
1.11M
% of Portfolio
+1.57%
Quarters Held
22
currently held

Position History EL

Reported value by quarter
Q4 ’20: $120MQ4 ’20Q1 ’21: $111MQ2 ’21: $120MQ3 ’21: $124MQ3 ’21Q4 ’21: $137MQ1 ’22: $92MQ2 ’22: $92MQ2 ’22Q3 ’22: $80MQ4 ’22: $91MQ1 ’23: $82MQ1 ’23Q2 ’23: $87MQ3 ’23: $69MQ4 ’23: $81MQ4 ’23Q1 ’24: $88MQ2 ’24: $70MQ3 ’24: $100MQ3 ’24Q4 ’24: $90MQ1 ’25: $71MQ2 ’25: $67MQ2 ’25Q3 ’25: $72MQ4 ’25: $117MQ1 ’26: $80MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.11M$80M+1.57%
Q4 20251.12M$117M+2.11%
Q3 2025820.6K$72M+1.38%
Q2 20250$67M+1.39%
Q1 20251.07M$71M+1.72%
Q4 20241.21M$90M+1.81%
Q3 2024999.5K$100M+2.11%
Q2 2024673.8K$70M+1.61%
Q1 2024586.3K$88M+2.18%
Q4 2023573.9K$81M+2.34%
Q3 2023482.1K$69M+2.18%
Q2 2023456.0K$87M+2.68%
Q1 2023382.7K$82M+3.02%
Q4 2022375.1K$91M+3.31%
Q3 2022368.1K$80M+3.03%
Q2 2022365.1K$92M+3.30%
Q1 2022348.1K$92M+2.78%
Q4 2021382.1K$137M+3.69%
Q3 2021415.1K$124M+3.50%
Q2 2021447.2K$120M+3.87%
Q1 2021448.4K$111M+3.86%
Q4 2020449.8K$120M+3.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lazard Freres Gestion S.a.s.’s full portfolio or all institutional holders of EL.