BerganKDV Wealth Management’s Burlington BURL Stock Holding History

BerganKDV 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 Q2	–	Sell	-8	Closed	-$1.62K	–	895
2023 Q1	$1.62K	Sell	8 -1	-11%	-$219	﹤0.01%	854
2022 Q4	$1.82K	Sell	9 -8	-47%	-$1.28K	﹤0.01%	813
2022 Q3	$2K	Sell	17 -21	-55%	-$3.06K	﹤0.01%	790
2022 Q2	$5K	Hold	38	–	–	﹤0.01%	690
2022 Q1	$7K	Hold	38	–	–	﹤0.01%	660
2021 Q4	$11K	Hold	38	–	–	﹤0.01%	641
2021 Q3	$11K	Hold	38	–	–	﹤0.01%	618
2021 Q2	$12K	Hold	38	–	–	﹤0.01%	576
2021 Q1	$11K	Hold	38	–	–	﹤0.01%	563
2020 Q4	$10K	Buy	38 +13	+52%	+$2.9K	﹤0.01%	567
2020 Q3	$5K	Hold	25	–	–	﹤0.01%	571
2020 Q2	$5K	Sell	25 -1	-4%	-$188	﹤0.01%	621
2020 Q1	$4K	Buy	26 +3	+13%	+$632	﹤0.01%	599
2019 Q4	$5K	Buy	+23	New	+$4.81K	﹤0.01%	609

Other funds holding BURL

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BerganKDV Wealth Management's BURL Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Burlington (BURL) in Q2 2023, closing a stake of 8 shares — an estimated $1.62K sold.

BerganKDV Wealth Management first reported a position in BURL in Q4 2019 and held it in 14 quarters. The position peaked at $12K in Q2 2021. 426 funds tracked by Wall St. Rank hold BURL as of Q2 2023.

BerganKDV Wealth Management reported no remaining Burlington position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 8 Burlington shares in Q2 2023, an estimated $1.62K.
BerganKDV Wealth Management first reported a position in Burlington in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Burlington position peaked at $12K in Q2 2021.
426 funds tracked by Wall St. Rank held Burlington as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.