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Defined Wealth Management’s Burlington BURL Stock Holding History

Defined 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
2021
Q1 		– Sell
-16
Closed -$4K – 110
2020
Q4 		$4K Buy
+16
New +$3.56K ﹤0.01% 194

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Defined Wealth Management's BURL Position: Q1 2021 in Review

Defined Wealth Management sold out of Burlington (BURL) in Q1 2021, closing a stake of 16 shares — an estimated $4K sold.

Defined Wealth Management first reported a position in BURL in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 472 funds tracked by Wall St. Rank hold BURL as of Q1 2021.

  • Defined Wealth Management reported no remaining Burlington position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 16 Burlington shares in Q1 2021, an estimated $4K.
  • Defined Wealth Management first reported a position in Burlington in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Burlington position peaked at $4K in Q4 2020.
  • 472 funds tracked by Wall St. Rank held Burlington as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.