Bartlett & Co Wealth Management’s Burlington BURL Stock Holding History

Bartlett & Co Wealth 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
2021 Q3	–	Sell	-2	Closed	-$644	–	956
2021 Q2	$644	Hold	2	–	–	﹤0.01%	1004
2021 Q1	$598	Hold	2	–	–	﹤0.01%	1037
2020 Q4	$523	Buy	+2	New	+$446	﹤0.01%	1144
2019 Q3	–	Sell	-7	Closed	-$1.19K	–	885
2019 Q2	$1.19K	Buy	+7	New	+$1.14K	﹤0.01%	698

Other funds holding BURL

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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Bartlett & Co Wealth Management's BURL Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Burlington (BURL) in Q3 2021, closing a stake of 2 shares — an estimated $644 sold.

Bartlett & Co Wealth Management first reported a position in BURL in Q2 2019 and held it in 4 quarters. The position peaked at $1.19K in Q2 2019. 488 funds tracked by Wall St. Rank hold BURL as of Q3 2021.

Bartlett & Co Wealth Management reported no remaining Burlington position as of Q3 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 2 Burlington shares in Q3 2021, an estimated $644.
Bartlett & Co Wealth Management first reported a position in Burlington in Q2 2019 and held it in 4 quarters.
Bartlett & Co Wealth Management's Burlington position peaked at $1.19K in Q2 2019.
488 funds tracked by Wall St. Rank held Burlington as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.