Baystate Wealth Management’s Ralph Lauren RL Stock Holding History

Baystate Wealth Management’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
2023 Q4	$12.8K	Hold	88	–	–	﹤0.01%	668
2023 Q3	$10.3K	Buy	88 +1	+1%	+$121	﹤0.01%	575
2023 Q2	$10.8K	Hold	87	–	–	﹤0.01%	558
2023 Q1	$10.2K	Buy	87 +1	+1%	+$118	﹤0.01%	565
2022 Q4	$9K	Hold	86	–	–	﹤0.01%	595
2022 Q3	$7K	Buy	86 +1	+1%	+$94	﹤0.01%	610
2022 Q2	$8K	Buy	85 +1	+1%	+$101	﹤0.01%	607
2022 Q1	$10K	Hold	84	–	–	﹤0.01%	586
2021 Q4	$10K	Buy	+84	New	+$10.1K	﹤0.01%	581
2018 Q3	–	Sell	-11	Closed	-$1K	–	701
2018 Q2	$1K	Buy	+11	New	+$1.33K	﹤0.01%	641

Other funds holding RL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Baystate Wealth Management's RL Position: Q4 2023 in Review

Baystate Wealth Management held its Ralph Lauren (RL) position steady in Q4 2023 at 88 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Baystate Wealth Management first reported a position in RL in Q2 2018 and has held it in 10 quarters since. 436 funds tracked by Wall St. Rank hold RL as of Q4 2023.

Baystate Wealth Management held 88 shares of Ralph Lauren worth $12.8K as of Q4 2023.
Baystate Wealth Management left its Ralph Lauren share count unchanged in Q4 2023.
Ralph Lauren made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #668 holding.
Baystate Wealth Management first reported a position in Ralph Lauren in Q2 2018 and has held it in 10 quarters since.
436 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.