Advisory Research’s Ralph Lauren RL Stock Holding History

Advisory Research’s Portfolio RL Stock Details RL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-13,970	Closed	-$1.56M	–	389
2018 Q1	$1.56M	Sell	13,970 -49,890	-78%	-$5.4M	0.03%	231
2017 Q4	$6.62M	Sell	63,860 -8,966	-12%	-$828K	0.11%	134
2017 Q3	$6.43M	Sell	72,826 -3,832	-5%	-$316K	0.1%	138
2017 Q2	$5.66M	Sell	76,658 -50,329	-40%	-$3.77M	0.09%	145
2017 Q1	$10.4M	Buy	+126,987	New	+$10.5M	0.15%	104
2014 Q2	–	Sell	-428	Closed	-$69K	–	612
2014 Q1	$69K	Buy	+428	New	+$69K	﹤0.01%	576

Other funds holding RL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Advisory Research's RL Position: Q2 2018 in Review

Advisory Research sold out of Ralph Lauren (RL) in Q2 2018, closing a stake of 13,970 shares — an estimated $1.56M sold.

Advisory Research first reported a position in RL in Q1 2014 and held it in 6 quarters. The position peaked at $10.4M in Q1 2017. 430 funds tracked by Wall St. Rank hold RL as of Q2 2018.

Advisory Research reported no remaining Ralph Lauren position as of Q2 2018 after selling out during the quarter.
Advisory Research sold 13,970 Ralph Lauren shares in Q2 2018, an estimated $1.56M.
Advisory Research first reported a position in Ralph Lauren in Q1 2014 and held it in 6 quarters.
Advisory Research's Ralph Lauren position peaked at $10.4M in Q1 2017.
430 funds tracked by Wall St. Rank held Ralph Lauren as of Q2 2018.

Based on Advisory Research's 13F filing for Q2 2018, filed 14 Aug 2018.