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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Evercore Wealth Management's RL Position: Q1 2018 in Review

Evercore Wealth Management sold out of Ralph Lauren (RL) in Q1 2018, closing a stake of 475 shares — an estimated $49K sold.

Evercore Wealth Management first reported a position in RL in Q2 2014 and held it in 15 quarters. The position peaked at $20.4M in Q4 2014. 406 funds tracked by Wall St. Rank hold RL as of Q1 2018.

Evercore Wealth Management reported no remaining Ralph Lauren position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 475 Ralph Lauren shares in Q1 2018, an estimated $49K.
Evercore Wealth Management first reported a position in Ralph Lauren in Q2 2014 and held it in 15 quarters.
Evercore Wealth Management's Ralph Lauren position peaked at $20.4M in Q4 2014.
406 funds tracked by Wall St. Rank held Ralph Lauren as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.