Trust Under Article 2 Of The Zinterhofer 2008 Descendants Trust Agreement

10% OWNER · ESTEE LAUDER COMPANIES INC · CIK 0001492867

FILING MIX · LIFETIME33%/67%

BUYS

SELLS

TOTAL VALUE

$51.25M

COMPANIES

ACTIVE SINCE

Jun 2021

HOLDINGS NOW

610,979

AVG SELL PX

$301.46

Trades · vs SPY

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Performance · forward returns vs SPY

4 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Trust Under Article 2 Of The Zinterhofer 2008 Descendants Trust Agreement, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	4	+0.00%	+0.93%	+0.52%	+0.41%	+0.41%	—
14d	4	+0.00%	+0.16%	+0.53%	-0.36%	-0.36%	—
30d	4	+0.00%	+4.52%	+2.38%	+2.13%	+2.13%	—
60d	4	+0.00%	+9.61%	+5.13%	+4.47%	+4.47%	—
90d	4	+0.00%	+12.69%	+7.26%	+5.43%	+5.43%	—
180d	4	+0.00%	+14.23%	+9.36%	+4.87%	+4.87%	—
1y	4	+100.00%	-10.01%	-1.33%	-8.68%	-8.68%	—
2y	4	+100.00%	-38.82%	+4.71%	-43.53%	-43.53%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

EL · 610,979 shares · as of Jun 8, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2021

FLOW · 2 buys / 4 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
EL ESTEE LAUDER COMPANIES INC	SALE	11,345	$302.52	$3.43M	519,541	Jun 8, 2021	Jun 9, 2021 ↗
EL ESTEE LAUDER COMPANIES INC	SALE	14,541	$303.64	$4.42M	505,000	Jun 8, 2021	Jun 9, 2021 ↗
EL ESTEE LAUDER COMPANIES INC	SALE	80,093	$301.51	$24.15M	530,886	Jun 8, 2021	Jun 9, 2021 ↗
EL ESTEE LAUDER COMPANIES INC	SALE	64,021	$300.72	$19.25M	610,979	Jun 8, 2021	Jun 9, 2021 ↗
EL ESTEE LAUDER COMPANIES INC	PURCHASE	675,000	—	—	7,708,916	Jun 7, 2021	Jun 9, 2021 ↗
EL ESTEE LAUDER COMPANIES INC	PURCHASE	675,000	—	—	675,000	Jun 7, 2021	Jun 9, 2021 ↗

Other insiders · EL

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About this filer

CIK 0001492867

ROLE

10% Owner

PRIMARY

COMPANIES

ACTIVE SINCE

Jun 2021

MARKETPEEL · /INSIDER/0001492867DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Trust Under Article 2 Of The Zinterhofer 2008 Descendants Trust Agreement

The morning brief, before the bell.