Berman Capital Advisors’s Burlington BURL Stock Holding History

Berman Capital Advisors’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	$263K	Buy	931 +474	+104%	+$152K	0.04%	222
2021 Q2	$146K	Buy	457 +357	+357%	+$114K	0.02%	290
2021 Q1	$29K	Buy	100 +4	+4%	+$1.09K	0.01%	666
2020 Q4	$25K	Hold	96	–	–	0.01%	609
2020 Q3	$19K	Sell	96 -6	-6%	-$1.17K	0.01%	592
2020 Q2	$20K	Sell	102 -209	-67%	-$39.4K	0.01%	536
2020 Q1	$49K	Buy	311 +24	+8%	+$5.05K	0.02%	297
2019 Q4	$65K	Buy	287 +215	+299%	+$44.9K	0.02%	277
2019 Q3	$14K	Hold	72	–	–	﹤0.01%	609
2019 Q2	$12K	Buy	72 +27	+60%	+$4.41K	﹤0.01%	662
2019 Q1	$7K	Buy	+45	New	+$7.25K	﹤0.01%	748

Other funds holding BURL

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Berman Capital Advisors's BURL Position: Q3 2021 in Review

Berman Capital Advisors increased its Burlington (BURL) stake by 104% in Q3 2021, buying an estimated $152K and bringing the position to 931 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #222.

Berman Capital Advisors first reported a position in BURL in Q1 2019 and has held it in 11 quarters since. 488 funds tracked by Wall St. Rank hold BURL as of Q3 2021.

Berman Capital Advisors held 931 shares of Burlington worth $263K as of Q3 2021.
Berman Capital Advisors bought 474 Burlington shares in Q3 2021, an estimated $152K.
Burlington made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #222 holding.
Berman Capital Advisors first reported a position in Burlington in Q1 2019 and has held it in 11 quarters since.
488 funds tracked by Wall St. Rank held Burlington as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.