BDWM
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Brewin Dolphin Wealth Management’s Burlington BURL Stock Holding History

Brewin Dolphin 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
2020
Q4 		– Sell
-18
Closed -$3.71K – 286
2020
Q3 		$3.71K Buy
+18
New +$3.51K ﹤0.01% 272

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Vanguard Group
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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TP
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Brewin Dolphin Wealth Management's BURL Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of Burlington (BURL) in Q4 2020, closing a stake of 18 shares — an estimated $3.71K sold.

Brewin Dolphin Wealth Management first reported a position in BURL in Q3 2020 and held it in 1 quarter. The position peaked at $3.71K in Q3 2020. 449 funds tracked by Wall St. Rank hold BURL as of Q4 2020.

  • Brewin Dolphin Wealth Management reported no remaining Burlington position as of Q4 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 18 Burlington shares in Q4 2020, an estimated $3.71K.
  • Brewin Dolphin Wealth Management first reported a position in Burlington in Q3 2020 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's Burlington position peaked at $3.71K in Q3 2020.
  • 449 funds tracked by Wall St. Rank held Burlington as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.