Benjamin F. Edwards & Company’s Burlington BURL Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$181K	Sell	754 -9	-1%	-$1.85K	﹤0.01%	937
2024 Q1	$177K	Buy	763 +17	+2%	+$3.47K	﹤0.01%	942
2023 Q4	$145K	Buy	+746	New	+$111K	﹤0.01%	965
2023 Q2	–	Sell	-205	Closed	-$41K	–	1762
2023 Q1	$41K	Hold	205	–	–	﹤0.01%	1139
2022 Q4	$42K	Buy	205 +28	+16%	+$4.47K	﹤0.01%	1119
2022 Q3	$20K	Hold	177	–	–	﹤0.01%	1252
2022 Q2	$24K	Buy	177 +51	+40%	+$9.23K	﹤0.01%	1200
2022 Q1	$23K	Buy	126 +51	+68%	+$11.2K	﹤0.01%	1201
2021 Q4	$22K	Hold	75	–	–	﹤0.01%	1219
2021 Q3	$21K	Hold	75	–	–	﹤0.01%	1211
2021 Q2	$24K	Hold	75	–	–	﹤0.01%	1184
2021 Q1	$22K	Hold	75	–	–	﹤0.01%	1177
2020 Q4	$20K	Hold	75	–	–	﹤0.01%	1144
2020 Q3	$15K	Hold	75	–	–	﹤0.01%	1175
2020 Q2	$15K	Hold	75	–	–	﹤0.01%	1182
2020 Q1	$12K	Hold	75	–	–	﹤0.01%	1199
2019 Q4	$17K	Hold	75	–	–	﹤0.01%	1275
2019 Q3	$15K	Hold	75	–	–	﹤0.01%	1273
2019 Q2	$13K	Hold	75	–	–	﹤0.01%	1325
2019 Q1	$12K	Buy	+75	New	+$12.1K	﹤0.01%	1266

Other funds holding BURL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Benjamin F. Edwards & Company's BURL Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Burlington (BURL) stake by 1.2% in Q2 2024, selling an estimated $1.85K and leaving 754 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Benjamin F. Edwards & Company first reported a position in BURL in Q1 2019 and has held it in 20 quarters since. 515 funds tracked by Wall St. Rank hold BURL as of Q2 2024.

Benjamin F. Edwards & Company held 754 shares of Burlington worth $181K as of Q2 2024.
Benjamin F. Edwards & Company sold 9 Burlington shares in Q2 2024, an estimated $1.85K.
Burlington made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #937 holding.
Benjamin F. Edwards & Company first reported a position in Burlington in Q1 2019 and has held it in 20 quarters since.
515 funds tracked by Wall St. Rank held Burlington as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.