Berman Capital Advisors’s Ralph Lauren RL Stock Holding History

Berman Capital Advisors’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
2021 Q3	$9K	Buy	81 +13	+19%	+$1.5K	﹤0.01%	1231
2021 Q2	$8K	Sell	68 -4	-6%	-$501	﹤0.01%	1210
2021 Q1	$8K	Buy	72 +16	+29%	+$1.82K	﹤0.01%	1118
2020 Q4	$5K	Buy	56 +26	+87%	+$2.18K	﹤0.01%	1165
2020 Q3	$2K	Buy	30 +25	+500%	+$1.78K	﹤0.01%	1332
2020 Q2	$0	Sell	5 -18	-78%	-$1.32K	﹤0.01%	1784
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	1354
2019 Q4	$2K	Hold	23	–	–	﹤0.01%	1231
2019 Q3	$2K	Hold	23	–	–	﹤0.01%	1217
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	1223
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	1114
2018 Q4	$1K	Buy	+23	New	+$2.71K	﹤0.01%	1051

Other funds holding RL

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

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

JAM

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

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

Berman Capital Advisors's RL Position: Q3 2021 in Review

Berman Capital Advisors increased its Ralph Lauren (RL) stake by 19% in Q3 2021, buying an estimated $1.5K and bringing the position to 81 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Berman Capital Advisors first reported a position in RL in Q4 2018 and has held it in 12 quarters since. 318 funds tracked by Wall St. Rank hold RL as of Q3 2021.

Berman Capital Advisors held 81 shares of Ralph Lauren worth $9K as of Q3 2021.
Berman Capital Advisors bought 13 Ralph Lauren shares in Q3 2021, an estimated $1.5K.
Ralph Lauren made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1231 holding.
Berman Capital Advisors first reported a position in Ralph Lauren in Q4 2018 and has held it in 12 quarters since.
318 funds tracked by Wall St. Rank held Ralph Lauren as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.