AIM
BURL icon

Anchor Investment Management’s Burlington BURL Stock Holding History

Anchor Investment Management’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
Q3 		– Sell
-22
Closed -$3.46K – 975
2023
Q2 		$3.46K Hold
22
– – ﹤0.01% 855
2023
Q1 		$4.45K Buy
+22
New +$4.81K ﹤0.01% 846
2022
Q1 		– Sell
-20
Closed -$5.83K – 998
2021
Q4 		$5.83K Hold
20
– – ﹤0.01% 854
2021
Q3 		$5.67K Buy
+20
New +$6.39K ﹤0.01% 777

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Anchor Investment Management's BURL Position: Q3 2023 in Review

Anchor Investment Management sold out of Burlington (BURL) in Q3 2023, closing a stake of 22 shares — an estimated $3.46K sold.

Anchor Investment Management first reported a position in BURL in Q3 2021 and held it in 4 quarters. The position peaked at $5.83K in Q4 2021. 414 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

  • Anchor Investment Management reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
  • Anchor Investment Management sold 22 Burlington shares in Q3 2023, an estimated $3.46K.
  • Anchor Investment Management first reported a position in Burlington in Q3 2021 and held it in 4 quarters.
  • Anchor Investment Management's Burlington position peaked at $5.83K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.