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UBP Investment Advisors’s Ralph Lauren RL Stock Holding History

UBP Investment 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
2022
Q3 		$380K Hold
4,464
– – 0.2% 70
2022
Q2 		$400K Buy
4,464
+2,664
+148% +$269K 0.16% 77
2022
Q1 		$210K Sell
1,800
-2,032
-53% -$239K 0.08% 98
2021
Q4 		$460K Buy
3,832
+46
+1% +$5.53K 0.17% 79
2021
Q3 		$420K Sell
3,786
-1,386
-27% -$160K 0.16% 85
2021
Q2 		$610K Buy
+5,172
New +$647K 0.23% 85

Other funds holding RL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

UBP Investment Advisors's RL Position: Q3 2022 in Review

UBP Investment Advisors held its Ralph Lauren (RL) position steady in Q3 2022 at 4,464 shares worth $380K. The position accounts for 0.2% of the portfolio, ranked #70.

UBP Investment Advisors first reported a position in RL in Q2 2021 and has held it in 6 quarters since. The position peaked at $610K in Q2 2021. 332 funds tracked by Wall St. Rank hold RL as of Q3 2022.

  • UBP Investment Advisors held 4,464 shares of Ralph Lauren worth $380K as of Q3 2022.
  • UBP Investment Advisors left its Ralph Lauren share count unchanged in Q3 2022.
  • Ralph Lauren made up 0.2% of UBP Investment Advisors's portfolio in Q3 2022, its #70 holding.
  • UBP Investment Advisors first reported a position in Ralph Lauren in Q2 2021 and has held it in 6 quarters since.
  • UBP Investment Advisors's Ralph Lauren position peaked at $610K in Q2 2021.
  • 332 funds tracked by Wall St. Rank held Ralph Lauren as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.