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Almanack Investment Partners’s Burlington BURL Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-8
Closed -$1K – 320
2022
Q3 		$1K Buy
+8
New +$1.17K ﹤0.01% 777

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Almanack Investment Partners's BURL Position: Q4 2022 in Review

Almanack Investment Partners sold out of Burlington (BURL) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

Almanack Investment Partners first reported a position in BURL in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 427 funds tracked by Wall St. Rank hold BURL as of Q4 2022.

  • Almanack Investment Partners reported no remaining Burlington position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 8 Burlington shares in Q4 2022, an estimated $1K.
  • Almanack Investment Partners first reported a position in Burlington in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Burlington position peaked at $1K in Q3 2022.
  • 427 funds tracked by Wall St. Rank held Burlington as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.