American Trust’s Burlington BURL Stock Holding History

American Trust’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 Q1	–	Sell	-1,172	Closed	-$238K	–	443
2022 Q4	$238K	Buy	+1,172	New	+$187K	0.02%	359
2022 Q1	–	Sell	-691	Closed	-$201K	–	506
2021 Q4	$201K	Buy	+691	New	+$194K	0.02%	355

Other funds holding BURL

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

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 International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

American Trust's BURL Position: Q1 2023 in Review

American Trust sold out of Burlington (BURL) in Q1 2023, closing a stake of 1,172 shares — an estimated $238K sold.

American Trust first reported a position in BURL in Q4 2021 and held it in 2 quarters. The position peaked at $238K in Q4 2022. 439 funds tracked by Wall St. Rank hold BURL as of Q1 2023.

American Trust reported no remaining Burlington position as of Q1 2023 after selling out during the quarter.
American Trust sold 1,172 Burlington shares in Q1 2023, an estimated $238K.
American Trust first reported a position in Burlington in Q4 2021 and held it in 2 quarters.
American Trust's Burlington position peaked at $238K in Q4 2022.
439 funds tracked by Wall St. Rank held Burlington as of Q1 2023.

Based on American Trust's 13F filing for Q1 2023, filed 22 May 2023.