Bessemer Securities’s Burlington BURL Stock Holding History

Bessemer Securities’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	–	Sell	-1,155	Closed	-$156K	–	22
2023 Q3	$156K	Sell	1,155 -3,352	-74%	-$538K	0.22%	120
2023 Q2	$709K	Sell	4,507 -3,376	-43%	-$579K	0.47%	86
2023 Q1	$1.59M	Hold	7,883	–	–	0.74%	50
2022 Q4	$1.6M	Sell	7,883 -595	-7%	-$95K	0.72%	50
2022 Q3	$949K	Hold	8,478	–	–	0.34%	78
2022 Q2	$1.16M	Hold	8,478	–	–	0.4%	74
2022 Q1	$1.54M	Buy	8,478 +2,100	+33%	+$460K	0.45%	64
2021 Q4	$1.86M	Buy	6,378 +1,701	+36%	+$478K	0.5%	53
2021 Q3	$1.33M	Hold	4,677	–	–	0.45%	63
2021 Q2	$1.51M	Sell	4,677 -981	-17%	-$312K	0.59%	45
2021 Q1	$1.69M	Buy	+5,658	New	+$1.54M	0.72%	35

Other funds holding BURL

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

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bessemer Securities's BURL Position: Q4 2023 in Review

Bessemer Securities sold out of Burlington (BURL) in Q4 2023, closing a stake of 1,155 shares — an estimated $156K sold.

Bessemer Securities first reported a position in BURL in Q1 2021 and held it in 11 quarters. The position peaked at $1.86M in Q4 2021. 459 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

Bessemer Securities reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 1,155 Burlington shares in Q4 2023, an estimated $156K.
Bessemer Securities first reported a position in Burlington in Q1 2021 and held it in 11 quarters.
Bessemer Securities's Burlington position peaked at $1.86M in Q4 2021.
459 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.