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Congress Wealth Management’s Burlington BURL Stock Holding History

Congress 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
Q3 		– Sell
-48,225
Closed -$6.57M – 548
2022
Q2 		$6.57M Buy
48,225
+1,009
+2% +$183K 0.17% 165
2022
Q1 		$8.6M Sell
47,216
-118
-0.2% -$25.9K 0.19% 159
2021
Q4 		$13.8M Buy
+47,334
New +$13.3M 0.27% 96

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $717B AUM 35.42% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Congress Wealth Management's BURL Position: Q3 2022 in Review

Congress Wealth Management sold out of Burlington (BURL) in Q3 2022, closing a stake of 48,225 shares — an estimated $6.57M sold.

Congress Wealth Management first reported a position in BURL in Q4 2021 and held it in 3 quarters. The position peaked at $13.8M in Q4 2021. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

  • Congress Wealth Management reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
  • Congress Wealth Management sold 48,225 Burlington shares in Q3 2022, an estimated $6.57M.
  • Congress Wealth Management first reported a position in Burlington in Q4 2021 and held it in 3 quarters.
  • Congress Wealth Management's Burlington position peaked at $13.8M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on Congress Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.