Colonial Trust Advisors’s Burlington BURL Stock Holding History

Colonial Trust Advisors’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	-1	Closed	-$232	–	800
2024 Q1	$232	Buy	+1	New	+$204	﹤0.01%	967

Other funds holding BURL

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Colonial Trust Advisors's BURL Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Burlington (BURL) in Q2 2024, closing a stake of 1 share — an estimated $232 sold.

Colonial Trust Advisors first reported a position in BURL in Q1 2024 and held it in 1 quarter. The position peaked at $232 in Q1 2024. 514 funds tracked by Wall St. Rank hold BURL as of Q2 2024.

Colonial Trust Advisors reported no remaining Burlington position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 1 Burlington share in Q2 2024, an estimated $232.
Colonial Trust Advisors first reported a position in Burlington in Q1 2024 and held it in 1 quarter.
Colonial Trust Advisors's Burlington position peaked at $232 in Q1 2024.
514 funds tracked by Wall St. Rank held Burlington as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.