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Waverton Investment Management’s Ralph Lauren RL Stock Holding History

Waverton Investment 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
2014
Q2 		– Sell
-14,120
Closed -$2.27M – 139
2014
Q1 		$2.27M Buy
14,120
+100
+0.7% +$16.1K 0.11% 133
2013
Q4 		$2.48M Hold
14,020
– – 0.13% 125
2013
Q3 		$2.31M Buy
+14,020
New +$2.43M 0.14% 128

Other funds holding RL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverton Investment Management's RL Position: Q2 2014 in Review

Waverton Investment Management sold out of Ralph Lauren (RL) in Q2 2014, closing a stake of 14,120 shares — an estimated $2.27M sold.

Waverton Investment Management first reported a position in RL in Q3 2013 and held it in 3 quarters. The position peaked at $2.48M in Q4 2013. 383 funds tracked by Wall St. Rank hold RL as of Q2 2014.

  • Waverton Investment Management reported no remaining Ralph Lauren position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 14,120 Ralph Lauren shares in Q2 2014, an estimated $2.27M.
  • Waverton Investment Management first reported a position in Ralph Lauren in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's Ralph Lauren position peaked at $2.48M in Q4 2013.
  • 383 funds tracked by Wall St. Rank held Ralph Lauren as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.