Cutler Group’s Burlington BURL Stock Holding History

Cutler Group’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 Q1	–	Sell	-6,640	Closed	-$1.35M	–	2439
2023 Q4	$1.29M	Buy	6,640 +6,440	+3,220%	+$961K	0.18%	183
2023 Q3	$27K	Sell	200 -2,200	-92%	-$353K	﹤0.01%	1820
2023 Q2	$377K	Buy	+2,400	New	+$412K	0.09%	404
2022 Q3	–	Sell	-310	Closed	-$45.1K	–	4965
2022 Q2	$42K	Buy	+310	New	+$56.1K	0.01%	2060
2019 Q4	–	Sell	-700	Closed	-$139K	–	4065
2019 Q3	$139K	Buy	+700	New	+$129K	0.02%	887
2018 Q1	–	Sell	-402	Closed	-$49.7K	–	4517
2017 Q4	$49K	Buy	402 +348	+644%	+$35.4K	﹤0.01%	1881
2017 Q3	$5K	Sell	54 -27,009	-100%	-$2.37M	﹤0.01%	4349
2017 Q2	$2.49M	Buy	27,063 +13,602	+101%	+$1.31M	0.12%	181
2017 Q1	$1.31M	Buy	13,461 +12,010	+828%	+$1.06M	0.07%	293
2016 Q4	$122K	Sell	1,451 -265	-15%	-$21.4K	0.01%	1732
2016 Q3	$139K	Buy	1,716 +1,265	+280%	+$97.8K	0.01%	1527
2016 Q2	$30K	Sell	451 -3,671	-89%	-$216K	﹤0.01%	2903
2016 Q1	$231K	Buy	+4,122	New	+$215K	0.02%	926

Other funds holding BURL

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

T. Rowe Price Associates

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

Fidelity Investments

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return