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Kaizen Advisory’s Ralph Lauren RL Stock Holding History

Kaizen Advisory’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
Q4 		$17K Buy
167
+36
+27% +$4.25K 0.01% 532
2018
Q3 		$18K Hold
131
– – 0.01% 535
2018
Q2 		$16K Buy
131
+83
+173% +$10.1K 0.01% 562
2018
Q1 		$5K Hold
48
– – ﹤0.01% 565
2017
Q4 		$5K Buy
+48
New +$4.43K ﹤0.01% 558

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's RL Position: Q4 2018 in Review

Kaizen Advisory increased its Ralph Lauren (RL) stake by 27% in Q4 2018, buying an estimated $4.25K and bringing the position to 167 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #532.

Kaizen Advisory first reported a position in RL in Q4 2017 and has held it in 5 quarters since. The position peaked at $18K in Q3 2018. 427 funds tracked by Wall St. Rank hold RL as of Q4 2018.

  • Kaizen Advisory held 167 shares of Ralph Lauren worth $17K as of Q4 2018.
  • Kaizen Advisory bought 36 Ralph Lauren shares in Q4 2018, an estimated $4.25K.
  • Ralph Lauren made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #532 holding.
  • Kaizen Advisory first reported a position in Ralph Lauren in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Ralph Lauren position peaked at $18K in Q3 2018.
  • 427 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.