EWM
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Evercore Wealth Management’s Ralph Lauren RL Stock Holding History

Evercore 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
2018
Q1 		– Sell
-475
Closed -$49K – 698
2017
Q4 		$49K Sell
475
-500
-51% -$46.2K ﹤0.01% 585
2017
Q3 		$86K Hold
975
– – ﹤0.01% 491
2017
Q2 		$72K Hold
975
– – ﹤0.01% 528
2017
Q1 		$80K Sell
975
-462
-32% -$38.1K ﹤0.01% 522
2016
Q4 		$130K Sell
1,437
-458
-24% -$46.5K 0.01% 447
2016
Q3 		$192K Sell
1,895
-745
-28% -$74.8K 0.01% 384
2016
Q2 		$237K Sell
2,640
-6,094
-70% -$566K 0.01% 332
2016
Q1 		$840K Sell
8,734
-82,643
-90% -$8.1M 0.04% 190
2015
Q4 		$10.2M Sell
91,377
-51,470
-36% -$6.1M 0.47% 59
2015
Q3 		$16.9M Buy
142,847
+17,940
+14% +$2.13M 0.81% 44
2015
Q2 		$16.5M Sell
124,907
-5,564
-4% -$752K 0.75% 45
2015
Q1 		$17.2M Buy
130,471
+20,486
+19% +$3.03M 0.79% 45
2014
Q4 		$20.4M Buy
109,985
+29,576
+37% +$5.11M 1.02% 37
2014
Q3 		$13.2M Buy
80,409
+75,091
+1,412% +$12.4M 0.66% 50
2014
Q2 		$854K Buy
+5,318
New +$820K 0.04% 202

Other funds holding RL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return