BC
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Bartlett & Co’s Burlington BURL Stock Holding History

Bartlett & 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
Q3 		– Sell
-2
Closed -$1K – 946
2021
Q2 		$1K Hold
2
– – ﹤0.01% 903
2021
Q1 		$1K Hold
2
– – ﹤0.01% 928
2020
Q4 		$1K Buy
+2
New +$446 ﹤0.01% 983
2019
Q3 		– Sell
-7
Closed -$1K – 865
2019
Q2 		$1K Buy
+7
New +$1.14K ﹤0.01% 695

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

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

Bartlett & Co sold out of Burlington (BURL) in Q3 2021, closing a stake of 2 shares — an estimated $1K sold.

Bartlett & Co first reported a position in BURL in Q2 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 488 funds tracked by Wall St. Rank hold BURL as of Q3 2021.

  • Bartlett & Co reported no remaining Burlington position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co sold 2 Burlington shares in Q3 2021, an estimated $1K.
  • Bartlett & Co first reported a position in Burlington in Q2 2019 and held it in 4 quarters.
  • Bartlett & Co's Burlington position peaked at $1K in Q2 2021.
  • 488 funds tracked by Wall St. Rank held Burlington as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.