Burton Enright Welch’s BlackLine BL Stock Holding History

Burton Enright Welch’s Portfolio BL Stock Details BL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,032	Closed	-$269K	–	61
2022 Q2	$269K	Buy	+4,032	New	+$276K	0.16%	52

Other funds holding BL

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Burton Enright Welch's BL Position: Q3 2022 in Review

Burton Enright Welch sold out of BlackLine (BL) in Q3 2022, closing a stake of 4,032 shares — an estimated $269K sold.

Burton Enright Welch first reported a position in BL in Q2 2022 and held it in 1 quarter. The position peaked at $269K in Q2 2022. 295 funds tracked by Wall St. Rank hold BL as of Q3 2022.

Burton Enright Welch reported no remaining BlackLine position as of Q3 2022 after selling out during the quarter.
Burton Enright Welch sold 4,032 BlackLine shares in Q3 2022, an estimated $269K.
Burton Enright Welch first reported a position in BlackLine in Q2 2022 and held it in 1 quarter.
Burton Enright Welch's BlackLine position peaked at $269K in Q2 2022.
295 funds tracked by Wall St. Rank held BlackLine as of Q3 2022.

Based on Burton Enright Welch's 13F filing for Q3 2022, filed 9 Mar 2026.