Achmea Investment Management’s Burlington BURL Stock Holding History

Achmea Investment Management’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-257	Closed	-$40K	–	512
2023 Q2	$40K	Buy	+257	New	+$44.1K	﹤0.01%	580
2022 Q2	–	Sell	-102	Closed	-$19K	–	643
2022 Q1	$19K	Sell	102 -2,119	-95%	-$464K	﹤0.01%	617
2021 Q4	$647K	Hold	2,221	–	–	0.03%	283
2021 Q3	$629K	Buy	+2,221	New	+$710K	0.02%	502
2020 Q1	–	Sell	-2,718	Closed	-$620K	–	295
2019 Q4	$620K	Hold	2,718	–	–	0.02%	424
2019 Q3	$543K	Hold	2,718	–	–	0.02%	423
2019 Q2	$462K	Hold	2,718	–	–	0.02%	464
2019 Q1	$426K	Hold	2,718	–	–	0.02%	406
2018 Q4	$442K	Buy	+2,718	New	+$439K	0.02%	393

Other funds holding BURL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Achmea Investment Management's BURL Position: Q3 2023 in Review

Achmea Investment Management sold out of Burlington (BURL) in Q3 2023, closing a stake of 257 shares — an estimated $40K sold.

Achmea Investment Management first reported a position in BURL in Q4 2018 and held it in 9 quarters. The position peaked at $647K in Q4 2021. 414 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

Achmea Investment Management reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
Achmea Investment Management sold 257 Burlington shares in Q3 2023, an estimated $40K.
Achmea Investment Management first reported a position in Burlington in Q4 2018 and held it in 9 quarters.
Achmea Investment Management's Burlington position peaked at $647K in Q4 2021.
414 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.