CWM
BURL icon

Chesapeake Wealth Management’s Burlington BURL Stock Holding History

Chesapeake Wealth 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
2022
Q1 		– Sell
-1,238
Closed -$361K – 187
2021
Q4 		$361K Sell
1,238
-134
-10% -$37.7K 0.12% 147
2021
Q3 		$389K Sell
1,372
-253
-16% -$80.9K 0.14% 144
2021
Q2 		$523K Sell
1,625
-179
-10% -$57K 0.17% 129
2021
Q1 		$539K Sell
1,804
-115
-6% -$31.3K 0.18% 124
2020
Q4 		$502K Sell
1,919
-152
-7% -$33.9K 0.17% 124
2020
Q3 		$427K Sell
2,071
-340
-14% -$66.2K 0.16% 130
2020
Q2 		$475K Sell
2,411
-425
-15% -$80K 0.19% 119
2020
Q1 		$449K Sell
2,836
-92
-3% -$19.4K 0.21% 105
2019
Q4 		$668K Sell
2,928
-271
-8% -$56.6K 0.26% 98
2019
Q3 		$639K Sell
3,199
-1,066
-25% -$196K 0.26% 105
2019
Q2 		$726K Sell
4,265
-6,545
-61% -$1.07M 0.3% 97
2019
Q1 		$1.69M Buy
10,810
+509
+5% +$82.1K 0.74% 32
2018
Q4 		$1.68M Buy
10,301
+689
+7% +$111K 0.83% 27
2018
Q3 		$1.57M Buy
9,612
+557
+6% +$88.9K 0.7% 38
2018
Q2 		$1.36M Buy
9,055
+781
+9% +$111K 0.63% 45
2018
Q1 		$1.1M Buy
+8,274
New +$1.02M 0.51% 55

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return