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Nathaniel Simons

Meritage Group

Nathaniel Simons Ralph Lauren Corp, CL-A stake

total: 301

Meritage Group RL trades

Total transactions:
6
New positions:
2
Sold out:
2
Added:
1
Reduced:
1
Held since:
2024 Q2
Held for:
1 quarter
Latest activity:
2024 Q3
According to 2026 Q2 report, Nathaniel Simons doesn't hold any Ralph Lauren Corp, CL-A (RL) shares. To date, the estimated cost basis is nearly $175.06 for "buy" trades and estimated average "sell" price is $175.06. Meritage Group first purchased RL in 2022 Q4, initially acquiring 2,106 shares. Nathaniel Simons later completely sold out the position and invested in Ralph Lauren Corp, CL-A again in 2024 Q2. Since the initial investment in Ralph Lauren Corp, CL-A (RL), Meritage Group has made 5 more transactions.

When did Nathaniel Simons sell Ralph Lauren Corp, CL-A (RL)?

Nathaniel Simons sold off the entire Ralph Lauren Corp, CL-A (RL) position in 2024 Q3.

When did Nathaniel Simons buy Ralph Lauren Corp, CL-A (RL)?

Nathaniel Simons first invested in Ralph Lauren Corp, CL-A (RL) in 2022 Q4 at the reported quarter-end price of $105.89 per share.

What's the cost basis of Meritage Group's RL stake?

The estimated cost basis for Ralph Lauren Corp, CL-A (RL) stake is around $175.06 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$175.06
Weighted AVG sell price:
$175.06

Nathaniel Simons's historical trades in Ralph Lauren Corp, CL-A

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q3
0.00%
0
$175.06
-100% (-1,588)
-0.01%
2024 Q2
0.01%
1,588
$175.06
$277,995
new
+0.01%
2023 Q3
0.00%
0
$123.15
-100% (-1,892)
-0.01%
2023 Q2
0.01%
1,892
$123.15
$233,000
-11.51% (-246)
-0%
2023 Q1
0.01%
2,138
$116.46
$249,000
+1.52% (+32)
+0%
2022 Q4
0.01%
2,106
$105.89
$223,000
new
+0.01%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.