Cary Street Partners Investment Advisory’s Burlington BURL Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-38	Closed	-$5.14K	–	781
2023 Q3	$5.14K	Hold	38	–	–	﹤0.01%	1469
2023 Q2	$5.98K	Hold	38	–	–	﹤0.01%	1360
2023 Q1	$7.68K	Hold	38	–	–	﹤0.01%	1213
2022 Q4	$7.71K	Buy	+38	New	+$6.07K	﹤0.01%	1214

Other funds holding BURL

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's BURL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Burlington (BURL) in Q4 2023, closing a stake of 38 shares — an estimated $5.14K sold.

Cary Street Partners Investment Advisory first reported a position in BURL in Q4 2022 and held it in 4 quarters. The position peaked at $7.71K in Q4 2022. 460 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 38 Burlington shares in Q4 2023, an estimated $5.14K.
Cary Street Partners Investment Advisory first reported a position in Burlington in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Burlington position peaked at $7.71K in Q4 2022.
460 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.