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Capital Group Investment Management’s Burlington BURL Stock Holding History

Capital Group Investment 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
2024
Q2 		– Sell
-5,226
Closed -$1.21M – 147
2024
Q1 		$1.21M Sell
5,226
-22,776
-81% -$4.65M 0.22% 113
2023
Q4 		$5.45M Sell
28,002
-39,489
-59% -$5.89M 0.57% 63
2023
Q3 		$9.13M Buy
67,491
+6,321
+10% +$1.01M 0.59% 71
2023
Q2 		$9.63M Hold
61,170
– – 0.48% 77
2023
Q1 		$12.4M Sell
61,170
-34,021
-36% -$7.43M 0.66% 68
2022
Q4 		$19.3M Buy
+95,191
New +$15.2M 0.74% 67

Other funds holding BURL

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Group Investment Management's BURL Position: Q2 2024 in Review

Capital Group Investment Management sold out of Burlington (BURL) in Q2 2024, closing a stake of 5,226 shares — an estimated $1.21M sold.

Capital Group Investment Management first reported a position in BURL in Q4 2022 and held it in 6 quarters. The position peaked at $19.3M in Q4 2022. 516 funds tracked by Wall St. Rank hold BURL as of Q2 2024.

  • Capital Group Investment Management reported no remaining Burlington position as of Q2 2024 after selling out during the quarter.
  • Capital Group Investment Management sold 5,226 Burlington shares in Q2 2024, an estimated $1.21M.
  • Capital Group Investment Management first reported a position in Burlington in Q4 2022 and held it in 6 quarters.
  • Capital Group Investment Management's Burlington position peaked at $19.3M in Q4 2022.
  • 516 funds tracked by Wall St. Rank held Burlington as of Q2 2024.

Based on Capital Group Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.