Sowell Financial Services’s Ralph Lauren RL Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-75	Closed	-$10K	–	2249
2021 Q1	$10K	Hold	75	–	–	﹤0.01%	2327
2020 Q4	$8K	Hold	75	–	–	﹤0.01%	2125
2020 Q3	$5K	Sell	75 -6	-7%	-$427	﹤0.01%	2011
2020 Q2	$6K	Sell	81 -31	-28%	-$2.28K	﹤0.01%	1855
2020 Q1	$7K	Buy	112 +76	+211%	+$7.98K	﹤0.01%	1730
2019 Q4	$4K	Sell	36 -750	-95%	-$79K	﹤0.01%	2004
2019 Q3	$75K	Buy	+786	New	+$77.7K	0.01%	898

Other funds holding RL

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return