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Squar Milner Financial Services’s Ralph Lauren RL Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-1,416
Closed -$94K – 594
2020
Q1 		$94K Hold
1,416
– – 0.06% 279
2019
Q4 		$165K Buy
+1,416
New +$149K 0.08% 232
2019
Q3 		– Sell
-1,269
Closed -$144K – 602
2019
Q2 		$144K Sell
1,269
-279
-18% -$33.4K 0.1% 213
2019
Q1 		$200K Buy
1,548
+34
+2% +$4.05K 0.15% 167
2018
Q4 		$157K Buy
+1,514
New +$179K 0.15% 161

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Squar Milner Financial Services's RL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Ralph Lauren (RL) in Q2 2020, closing a stake of 1,416 shares — an estimated $94K sold.

Squar Milner Financial Services first reported a position in RL in Q4 2018 and held it in 5 quarters. The position peaked at $200K in Q1 2019. 360 funds tracked by Wall St. Rank hold RL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Ralph Lauren position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,416 Ralph Lauren shares in Q2 2020, an estimated $94K.
  • Squar Milner Financial Services first reported a position in Ralph Lauren in Q4 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Ralph Lauren position peaked at $200K in Q1 2019.
  • 360 funds tracked by Wall St. Rank held Ralph Lauren as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.