Bank Julius Baer & Co
BURL icon

Bank Julius Baer & Co’s Burlington BURL Stock Holding History

Bank Julius Baer & Co’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
2021
Q2 		– Sell
-1,007
Closed -$301K – 826
2021
Q1 		$301K Buy
+1,007
New +$274K ﹤0.01% 509
2020
Q2 		– Sell
-1,900
Closed -$301K – 692
2020
Q1 		$301K Buy
+1,900
New +$400K 0.01% 365

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank Julius Baer & Co's BURL Position: Q2 2021 in Review

Bank Julius Baer & Co sold out of Burlington (BURL) in Q2 2021, closing a stake of 1,007 shares — an estimated $301K sold.

Bank Julius Baer & Co first reported a position in BURL in Q1 2020 and held it in 2 quarters. The position peaked at $301K in Q1 2021. 491 funds tracked by Wall St. Rank hold BURL as of Q2 2021.

  • Bank Julius Baer & Co reported no remaining Burlington position as of Q2 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,007 Burlington shares in Q2 2021, an estimated $301K.
  • Bank Julius Baer & Co first reported a position in Burlington in Q1 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's Burlington position peaked at $301K in Q1 2021.
  • 491 funds tracked by Wall St. Rank held Burlington as of Q2 2021.

Based on Bank Julius Baer & Co's 13F filing for Q2 2021, filed 23 Jul 2021.