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Lucus Advisors’s Ralph Lauren RL Stock Holding History

Lucus 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
2018
Q1 		$1.35M Buy
12,104
+8,693
+255% +$941K 2.35% 8
2017
Q4 		$354K Sell
3,411
-503
-13% -$46.4K 0.52% 16
2017
Q3 		$346K Buy
+3,914
New +$322K 0.49% 140
2017
Q2 		– Sell
-5,005
Closed -$409K – 240
2017
Q1 		$409K Buy
+5,005
New +$413K 0.38% 122

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 $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
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

Lucus Advisors's RL Position: Q1 2018 in Review

Lucus Advisors increased its Ralph Lauren (RL) stake by 255% in Q1 2018, buying an estimated $941K and bringing the position to 12,104 shares worth $1.35M. The position accounts for 2.35% of the portfolio, ranked #8.

Lucus Advisors first reported a position in RL in Q1 2017 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold RL as of Q1 2018.

  • Lucus Advisors held 12,104 shares of Ralph Lauren worth $1.35M as of Q1 2018.
  • Lucus Advisors bought 8,693 Ralph Lauren shares in Q1 2018, an estimated $941K.
  • Ralph Lauren made up 2.35% of Lucus Advisors's portfolio in Q1 2018, its #8 holding.
  • Lucus Advisors first reported a position in Ralph Lauren in Q1 2017 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held Ralph Lauren as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.