Walled Lake Planning & Wealth Management’s Ralph Lauren RL Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-182	Closed	-$20K	–	272
2021 Q3	$20K	Hold	182	–	–	0.01%	219
2021 Q2	$21K	Hold	182	–	–	0.01%	204
2021 Q1	$22K	Hold	182	–	–	0.02%	188
2020 Q4	$19K	Hold	182	–	–	0.01%	181
2020 Q3	$12K	Hold	182	–	–	0.01%	207
2020 Q2	$13K	Hold	182	–	–	0.01%	183
2020 Q1	$12K	Hold	182	–	–	0.01%	179
2019 Q4	$21K	Buy	+182	New	+$19.2K	0.02%	159

Other funds holding RL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Walled Lake Planning & Wealth Management's RL Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Ralph Lauren (RL) in Q4 2021, closing a stake of 182 shares — an estimated $20K sold.

Walled Lake Planning & Wealth Management first reported a position in RL in Q4 2019 and held it in 8 quarters. The position peaked at $22K in Q1 2021. 341 funds tracked by Wall St. Rank hold RL as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Ralph Lauren position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 182 Ralph Lauren shares in Q4 2021, an estimated $20K.
Walled Lake Planning & Wealth Management first reported a position in Ralph Lauren in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Ralph Lauren position peaked at $22K in Q1 2021.
341 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.