Cambiar Investors’s Burlington BURL Stock Holding History

Cambiar Investors’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 Q3	–	Sell	-55,267	Closed	-$8.7M	–	149
2023 Q2	$8.7M	Buy	55,267 +2,946	+6%	+$506K	0.37%	84
2023 Q1	$10.6M	Buy	52,321 +1,794	+4%	+$392K	0.46%	57
2022 Q4	$10.2M	Sell	50,527 -3,925	-7%	-$627K	0.47%	50
2022 Q3	$6.09M	Buy	54,452 +1,171	+2%	+$171K	0.31%	83
2022 Q2	$7.26M	Sell	53,281 -73	-0.1%	-$13.2K	0.32%	76
2022 Q1	$9.72M	Buy	53,354 +16,781	+46%	+$3.68M	0.37%	68
2021 Q4	$10.7M	Sell	36,573 -1,171	-3%	-$329K	0.37%	60
2021 Q3	$10.7M	Sell	37,744 -576	-2%	-$184K	0.37%	58
2021 Q2	$12.3M	Buy	38,320 +1,545	+4%	+$492K	0.4%	55
2021 Q1	$11M	Buy	36,775 +2,934	+9%	+$797K	0.38%	56
2020 Q4	$8.85M	Sell	33,841 -349	-1%	-$77.8K	0.35%	56
2020 Q3	$7.05M	Buy	+34,190	New	+$6.66M	0.32%	53

Other funds holding BURL

Capital International Investors

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

T. Rowe Price Investment Management

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates

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

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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