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Cambridge Trust’s Burlington BURL Stock Holding History

Cambridge Trust’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
-32
Closed -$5.04K – 714
2023
Q2 		$5.04K Hold
32
– – ﹤0.01% 641
2023
Q1 		$6.47K Hold
32
– – ﹤0.01% 664
2022
Q4 		$6K Buy
+32
New +$5.11K ﹤0.01% 677
2022
Q2 		– Sell
-30
Closed -$5K – 866
2022
Q1 		$5K Sell
30
-8
-21% -$1.75K ﹤0.01% 805
2021
Q4 		$11K Buy
+38
New +$10.7K ﹤0.01% 792

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cambridge Trust's BURL Position: Q3 2023 in Review

Cambridge Trust sold out of Burlington (BURL) in Q3 2023, closing a stake of 32 shares — an estimated $5.04K sold.

Cambridge Trust first reported a position in BURL in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 414 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

  • Cambridge Trust reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
  • Cambridge Trust sold 32 Burlington shares in Q3 2023, an estimated $5.04K.
  • Cambridge Trust first reported a position in Burlington in Q4 2021 and held it in 5 quarters.
  • Cambridge Trust's Burlington position peaked at $11K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on Cambridge Trust's 13F filing for Q3 2023, filed 26 Oct 2023.