Atwood & Palmer’s Burlington BURL Stock Holding History

Atwood & Palmer’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
2024 Q4	–	Sell	-3	Closed	-$791	–	473
2024 Q3	$791	Buy	+3	New	+$776	﹤0.01%	445

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atwood & Palmer's BURL Position: Q4 2024 in Review

Atwood & Palmer sold out of Burlington (BURL) in Q4 2024, closing a stake of 3 shares — an estimated $791 sold.

Atwood & Palmer first reported a position in BURL in Q3 2024 and held it in 1 quarter. The position peaked at $791 in Q3 2024. 573 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

Atwood & Palmer reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
Atwood & Palmer sold 3 Burlington shares in Q4 2024, an estimated $791.
Atwood & Palmer first reported a position in Burlington in Q3 2024 and held it in 1 quarter.
Atwood & Palmer's Burlington position peaked at $791 in Q3 2024.
573 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.