BWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return