Tiedemann Advisors’s Ralph Lauren RL Stock Holding History

Tiedemann 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
2023 Q3	$673K	Buy	+5,763	New	+$698K	0.03%	146
2022 Q2	–	Sell	-5,763	Closed	-$657K	–	293
2022 Q1	$657K	Hold	5,763	–	–	0.03%	165
2021 Q4	$689K	Hold	5,763	–	–	0.03%	165
2021 Q3	$644K	Hold	5,763	–	–	0.03%	168
2021 Q2	$683K	Sell	5,763 -23	-0.4%	-$2.88K	0.03%	206
2021 Q1	$712K	Buy	5,786 +23	+0.4%	+$2.62K	0.03%	188
2020 Q4	$597K	Hold	5,763	–	–	0.03%	191
2020 Q3	$392K	Sell	5,763 -16	-0.3%	-$1.14K	0.02%	241
2020 Q2	$419K	Buy	5,779 +3	+0.1%	+$221	0.02%	223
2020 Q1	$390K	Buy	5,776 +13	+0.2%	+$1.36K	0.03%	214
2019 Q4	$680K	Sell	5,763 -58	-1%	-$6.11K	0.03%	192
2019 Q3	$561K	Buy	5,821 +49	+0.8%	+$4.85K	0.03%	212
2019 Q2	$659K	Sell	5,772 -162	-3%	-$19.4K	0.03%	184
2019 Q1	$774K	Buy	5,934 +14	+0.2%	+$1.67K	0.04%	249
2018 Q4	$615K	Buy	5,920 +157	+3%	+$18.5K	0.03%	262
2018 Q3	$796K	Hold	5,763	–	–	0.05%	190
2018 Q2	$728K	Hold	5,763	–	–	0.05%	197
2018 Q1	$647K	Hold	5,763	–	–	0.04%	180
2017 Q4	$600K	Hold	5,763	–	–	0.05%	144
2017 Q3	$512K	Sell	5,763 -1,105	-16%	-$91K	0.05%	211
2017 Q2	$507K	Buy	6,868 +795	+13%	+$59.6K	0.04%	321
2017 Q1	$496K	Buy	6,073 +310	+5%	+$25.6K	0.04%	276
2016 Q4	$521K	Hold	5,763	–	–	0.05%	207
2016 Q3	$564K	Buy	+5,763	New	+$579K	0.12%	89

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

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

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

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

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

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Tiedemann Advisors's RL Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in Ralph Lauren (RL) in Q3 2023: 5,763 shares worth $673K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in RL as recently as Q1 2022.

Tiedemann Advisors first reported a position in RL in Q3 2016 and has held it in 24 quarters since. The position peaked at $796K in Q3 2018. 385 funds tracked by Wall St. Rank hold RL as of Q3 2023.

Tiedemann Advisors held 5,763 shares of Ralph Lauren worth $673K as of Q3 2023.
Ralph Lauren was a new Tiedemann Advisors position in Q3 2023.
Ralph Lauren made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #146 holding.
Tiedemann Advisors first reported a position in Ralph Lauren in Q3 2016 and has held it in 24 quarters since.
Tiedemann Advisors's Ralph Lauren position peaked at $796K in Q3 2018.
385 funds tracked by Wall St. Rank held Ralph Lauren as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.