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Beacon Capital Management LLC (Tennessee)’s Burlington BURL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		– Sell
-17
Closed -$2.3K – 1076
2023
Q4 		$2.3K Hold
17
– – ﹤0.01% 783
2023
Q3 		$2.68K Hold
17
– – ﹤0.01% 800
2023
Q2 		$2.68K Hold
17
– – ﹤0.01% 800
2023
Q1 		$3.44K Hold
17
– – ﹤0.01% 694
2022
Q4 		$3.45K Buy
+17
New +$2.71K ﹤0.01% 707

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T. Rowe Price Investment Management
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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s BURL Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Burlington (BURL) in Q1 2024, closing a stake of 17 shares — an estimated $2.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in BURL in Q4 2022 and held it in 5 quarters. The position peaked at $3.45K in Q4 2022. 471 funds tracked by Wall St. Rank hold BURL as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Burlington position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 17 Burlington shares in Q1 2024, an estimated $2.3K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Burlington in Q4 2022 and held it in 5 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Burlington position peaked at $3.45K in Q4 2022.
  • 471 funds tracked by Wall St. Rank held Burlington as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.