Sage Private Wealth Group’s Ralph Lauren RL Stock Holding History

Sage Private Wealth Group’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
2022 Q4	–	Sell	-4,301	Closed	-$365K	–	151
2022 Q3	$365K	Buy	4,301 +16	+0.4%	+$1.51K	0.48%	18
2022 Q2	$384K	Sell	4,285 -276	-6%	-$27.8K	0.55%	16
2022 Q1	$518K	Buy	4,561 +64	+1%	+$7.54K	0.5%	15
2021 Q4	$534K	Buy	4,497 +199	+5%	+$23.9K	0.66%	14
2021 Q3	$477K	Sell	4,298 -78	-2%	-$9.02K	0.66%	13
2021 Q2	$516K	Hold	4,376	–	–	0.7%	13
2021 Q1	$539K	Buy	+4,376	New	+$499K	0.93%	9

Other funds holding RL

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sage Private Wealth Group's RL Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Ralph Lauren (RL) in Q4 2022, closing a stake of 4,301 shares — an estimated $365K sold.

Sage Private Wealth Group first reported a position in RL in Q1 2021 and held it in 7 quarters. The position peaked at $539K in Q1 2021. 363 funds tracked by Wall St. Rank hold RL as of Q4 2022.

Sage Private Wealth Group reported no remaining Ralph Lauren position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 4,301 Ralph Lauren shares in Q4 2022, an estimated $365K.
Sage Private Wealth Group first reported a position in Ralph Lauren in Q1 2021 and held it in 7 quarters.
Sage Private Wealth Group's Ralph Lauren position peaked at $539K in Q1 2021.
363 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.