BerganKDV Wealth Management’s Ralph Lauren RL Stock Holding History

BerganKDV 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 Q2	–	Sell	-2	Closed	-$242	–	1035
2023 Q1	$242	Hold	2	–	–	﹤0.01%	1026
2022 Q4	$219	Hold	2	–	–	﹤0.01%	1008
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1055
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1053
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1085
2021 Q4	$0	Sell	2 -4	-67%	-$480	﹤0.01%	1116
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	994
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	942
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	887
2020 Q4	$1K	Sell	6 -7	-54%	-$587	﹤0.01%	892
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	852
2020 Q2	$1K	Sell	13 -25	-66%	-$1.84K	﹤0.01%	892
2020 Q1	$3K	Buy	38 +6	+19%	+$630	﹤0.01%	685
2019 Q4	$4K	Buy	+32	New	+$3.37K	﹤0.01%	674

Other funds holding RL

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BerganKDV Wealth Management's RL Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Ralph Lauren (RL) in Q2 2023, closing a stake of 2 shares — an estimated $242 sold.

BerganKDV Wealth Management first reported a position in RL in Q4 2019 and held it in 14 quarters. The position peaked at $4K in Q4 2019. 381 funds tracked by Wall St. Rank hold RL as of Q2 2023.

BerganKDV Wealth Management reported no remaining Ralph Lauren position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 2 Ralph Lauren shares in Q2 2023, an estimated $242.
BerganKDV Wealth Management first reported a position in Ralph Lauren in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Ralph Lauren position peaked at $4K in Q4 2019.
381 funds tracked by Wall St. Rank held Ralph Lauren as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.