Baystate Wealth Management’s Burlington BURL Stock Holding History

Baystate 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
2023 Q4	$1.95K	Hold	10	–	–	﹤0.01%	1067
2023 Q3	$1.35K	Hold	10	–	–	﹤0.01%	860
2023 Q2	$1.57K	Hold	10	–	–	﹤0.01%	880
2023 Q1	$2.02K	Hold	10	–	–	﹤0.01%	827
2022 Q4	$2K	Hold	10	–	–	﹤0.01%	779
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	792
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	817
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	743
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	701
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	634
2021 Q2	$3K	Hold	10	–	–	﹤0.01%	598
2021 Q1	$3K	Buy	+10	New	+$2.72K	﹤0.01%	546

Other funds holding BURL

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baystate Wealth Management's BURL Position: Q4 2023 in Review

Baystate Wealth Management held its Burlington (BURL) position steady in Q4 2023 at 10 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Baystate Wealth Management first reported a position in BURL in Q1 2021 and has held it in 12 quarters since. The position peaked at $3K in Q4 2021. 460 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

Baystate Wealth Management held 10 shares of Burlington worth $1.95K as of Q4 2023.
Baystate Wealth Management left its Burlington share count unchanged in Q4 2023.
Burlington made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1067 holding.
Baystate Wealth Management first reported a position in Burlington in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's Burlington position peaked at $3K in Q4 2021.
460 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.