Altshuler Shaham’s Burlington BURL Stock Holding History

Altshuler Shaham’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
2021 Q3	–	Sell	-24	Closed	-$8K	–	526
2021 Q2	$8K	Buy	+24	New	+$7.64K	﹤0.01%	539
2020 Q2	–	Sell	-35	Closed	-$6K	–	369
2020 Q1	$6K	Buy	+35	New	+$7.37K	﹤0.01%	329

Other funds holding BURL

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Altshuler Shaham's BURL Position: Q3 2021 in Review

Altshuler Shaham sold out of Burlington (BURL) in Q3 2021, closing a stake of 24 shares — an estimated $8K sold.

Altshuler Shaham first reported a position in BURL in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 488 funds tracked by Wall St. Rank hold BURL as of Q3 2021.

Altshuler Shaham reported no remaining Burlington position as of Q3 2021 after selling out during the quarter.
Altshuler Shaham sold 24 Burlington shares in Q3 2021, an estimated $8K.
Altshuler Shaham first reported a position in Burlington in Q1 2020 and held it in 2 quarters.
Altshuler Shaham's Burlington position peaked at $8K in Q2 2021.
488 funds tracked by Wall St. Rank held Burlington as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.