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
2023 Q4	–	Sell	-2,200	Closed	-$22K	–	3701
2023 Q3	$22K	Sell	2,200 -13,300	-86%	-$2.13M	﹤0.01%	1959
2023 Q2	$41K	Buy	+15,500	New	+$2.66M	0.01%	1399
2023 Q1	–	Sell	-3,700	Closed	-$2K	–	3902
2022 Q4	$2K	Buy	3,700 +3,600	+3,600%	+$575K	﹤0.01%	3638
2022 Q3	$1K	Buy	+100	New	+$14.6K	﹤0.01%	4441
2018 Q2	–	Sell	-1,000	Closed	-$1K	–	4262
2018 Q1	$1K	Hold	1,000	–	–	﹤0.01%	3977
2017 Q4	$2K	Sell	1,000 -3,700	-79%	-$377K	﹤0.01%	4098
2017 Q3	$9K	Sell	4,700 -15,400	-77%	-$1.35M	﹤0.01%	3872
2017 Q2	$58K	Buy	+20,100	New	+$1.93M	﹤0.01%	2339
2017 Q1	–	Sell	-1,000	Closed	-$12K	–	6435
2016 Q4	$12K	Sell	1,000 -4,100	-80%	-$331K	﹤0.01%	3975
2016 Q3	$1K	Buy	5,100 +3,500	+219%	+$271K	﹤0.01%	6033
2016 Q2	$2K	Sell	1,600 -15,400	-91%	-$904K	﹤0.01%	5594
2016 Q1	$5K	Buy	17,000 +16,200	+2,025%	+$846K	﹤0.01%	4794
2015 Q4	$4K	Buy	+800	New	+$37.1K	﹤0.01%	5042

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