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American Portfolios Advisors’s Burlington BURL Stock Holding History

American Portfolios Advisors’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
Q3 		$71K Sell
635
-1,330
-68% -$194K ﹤0.01% 1527
2022
Q2 		$268K Sell
1,965
-12
-0.6% -$2.17K 0.01% 922
2022
Q1 		$360K Buy
1,977
+87
+5% +$19.1K 0.01% 884
2021
Q4 		$551K Buy
1,890
+115
+6% +$32.3K 0.02% 699
2021
Q3 		$503K Buy
1,775
+209
+13% +$66.8K 0.02% 707
2021
Q2 		$504K Buy
1,566
+79
+5% +$25.1K 0.02% 706
2021
Q1 		$444K Buy
1,487
+194
+15% +$52.7K 0.02% 701
2020
Q4 		$338K Sell
1,293
-44
-3% -$9.8K 0.02% 692
2020
Q3 		$276K Buy
1,337
+127
+10% +$24.7K 0.02% 686
2020
Q2 		$238K Buy
1,210
+90
+8% +$17K 0.02% 690
2020
Q1 		$177K Sell
1,120
-215
-16% -$45.3K 0.01% 687
2019
Q4 		$304K Sell
1,335
-32
-2% -$6.69K 0.02% 588
2019
Q3 		$273K Sell
1,367
-18
-1% -$3.31K 0.02% 589
2019
Q2 		$236K Buy
1,385
+10
+0.7% +$1.64K 0.02% 645
2019
Q1 		$215K Buy
1,375
+309
+29% +$49.8K 0.02% 613
2018
Q4 		$173K Sell
1,066
-107
-9% -$17.3K 0.02% 556
2018
Q3 		$191K Sell
1,173
-122
-9% -$19.5K 0.02% 599
2018
Q2 		$195K Sell
1,295
-20
-2% -$2.85K 0.03% 560
2018
Q1 		$175K Buy
1,315
+166
+14% +$20.5K 0.03% 565
2017
Q4 		$141K Buy
+1,149
New +$117K 0.02% 624

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Portfolios Advisors's BURL Position: Q3 2022 in Review

American Portfolios Advisors reduced its Burlington (BURL) stake by 68% in Q3 2022, selling an estimated $194K and leaving 635 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

American Portfolios Advisors first reported a position in BURL in Q4 2017 and has held it in 20 quarters since. The position peaked at $551K in Q4 2021. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

  • American Portfolios Advisors held 635 shares of Burlington worth $71K as of Q3 2022.
  • American Portfolios Advisors sold 1,330 Burlington shares in Q3 2022, an estimated $194K.
  • Burlington made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1527 holding.
  • American Portfolios Advisors first reported a position in Burlington in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Burlington position peaked at $551K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.