Column Capital Advisors’s Burlington BURL Stock Holding History

Column Capital 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
2023 Q3	$71K	Hold	525	–	–	0.01%	268
2023 Q2	$82.6K	Buy	525 +103	+24%	+$17.7K	0.01%	249
2023 Q1	$85.3K	Hold	422	–	–	0.01%	248
2022 Q4	$85.6K	Buy	422 +129	+44%	+$20.6K	0.01%	226
2022 Q3	$33K	Hold	293	–	–	0.01%	327
2022 Q2	$40K	Buy	293 +73	+33%	+$13.2K	0.01%	305
2022 Q1	$40K	Buy	220 +76	+53%	+$16.7K	0.01%	318
2021 Q4	$42K	Hold	144	–	–	0.01%	317
2021 Q3	$41K	Sell	144 -7	-5%	-$2.24K	0.01%	298
2021 Q2	$49K	Sell	151 -131	-46%	-$41.7K	0.01%	275
2021 Q1	$84K	Sell	282 -20	-7%	-$5.43K	0.02%	200
2020 Q4	$79K	Sell	302 -14	-4%	-$3.12K	0.02%	204
2020 Q3	$65K	Buy	316 +87	+38%	+$16.9K	0.02%	205
2020 Q2	$45K	Buy	229 +15	+7%	+$2.83K	0.02%	262
2020 Q1	$34K	Buy	+214	New	+$45.1K	0.01%	248

Other funds holding BURL

Capital International Investors

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

T. Rowe Price Investment Management

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

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

JP Morgan Chase

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 Associates

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

Holocene Advisors

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Citadel Advisors

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

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