Anchor Capital Advisors’s Burlington BURL Stock Holding History

Anchor Capital 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	–	Sell	-190,815	Closed	-$26M	–	268
2022 Q2	$26M	Sell	190,815 -1,539	-0.8%	-$279K	0.66%	54
2022 Q1	$35M	Buy	192,354 +8,618	+5%	+$1.89M	0.74%	51
2021 Q4	$53.6M	Sell	183,736 -1,358	-0.7%	-$382K	1.06%	37
2021 Q3	$52.5M	Sell	185,094 -251	-0.1%	-$80.2K	1.09%	37
2021 Q2	$59.7M	Buy	185,345 +972	+0.5%	+$309K	1.2%	32
2021 Q1	$55.1M	Sell	184,373 -1,882	-1%	-$511K	1.16%	36
2020 Q4	$48.7M	Sell	186,255 -6,493	-3%	-$1.45M	1.11%	35
2020 Q3	$39.7M	Buy	+192,748	New	+$37.5M	1.01%	40

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Anchor Capital Advisors's BURL Position: Q3 2022 in Review

Anchor Capital Advisors sold out of Burlington (BURL) in Q3 2022, closing a stake of 190,815 shares — an estimated $26M sold.

Anchor Capital Advisors first reported a position in BURL in Q3 2020 and held it in 8 quarters. The position peaked at $59.7M in Q2 2021. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

Anchor Capital Advisors reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
Anchor Capital Advisors sold 190,815 Burlington shares in Q3 2022, an estimated $26M.
Anchor Capital Advisors first reported a position in Burlington in Q3 2020 and held it in 8 quarters.
Anchor Capital Advisors's Burlington position peaked at $59.7M in Q2 2021.
369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on Anchor Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.