Symphony Financial’s Ralph Lauren RL Stock Holding History

Symphony Financial’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
2025 Q1	–	Sell	-900	Closed	-$223K	–	188
2024 Q4	$223K	Buy	+900	New	+$192K	0.04%	210

Other funds holding RL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Symphony Financial's RL Position: Q1 2025 in Review

Symphony Financial sold out of Ralph Lauren (RL) in Q1 2025, closing a stake of 900 shares — an estimated $223K sold.

Symphony Financial first reported a position in RL in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 600 funds tracked by Wall St. Rank hold RL as of Q1 2025.

Symphony Financial reported no remaining Ralph Lauren position as of Q1 2025 after selling out during the quarter.
Symphony Financial sold 900 Ralph Lauren shares in Q1 2025, an estimated $223K.
Symphony Financial first reported a position in Ralph Lauren in Q4 2024 and held it in 1 quarter.
Symphony Financial's Ralph Lauren position peaked at $223K in Q4 2024.
600 funds tracked by Wall St. Rank held Ralph Lauren as of Q1 2025.

Based on Symphony Financial's 13F filing for Q1 2025, filed 23 Apr 2025.