Disciplined Investments’s Burlington BURL Stock Holding History

Disciplined Investments’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	–	Sell	-55	Closed	-$8.66K	–	306
2023 Q2	$8.66K	Hold	55	–	–	﹤0.01%	338
2023 Q1	$11.1K	Buy	55 +1	+2%	+$219	﹤0.01%	340
2022 Q4	$10.9K	Buy	54 +1	+2%	+$160	0.01%	315
2022 Q3	$6K	Sell	53 -1	-2%	-$146	﹤0.01%	399
2022 Q2	$7K	Hold	54	–	–	﹤0.01%	397
2022 Q1	$10K	Buy	54 +4	+8%	+$877	﹤0.01%	377
2021 Q4	$15K	Hold	50	–	–	0.01%	328
2021 Q3	$14K	Hold	50	–	–	0.01%	292
2021 Q2	$16K	Hold	50	–	–	0.01%	278
2021 Q1	$15K	Hold	50	–	–	0.01%	243
2020 Q4	$13K	Hold	50	–	–	0.01%	216
2020 Q3	$10K	Hold	50	–	–	0.01%	257
2020 Q2	$10K	Hold	50	–	–	0.01%	269
2020 Q1	$8K	Sell	50 -10	-17%	-$2.1K	0.01%	282
2019 Q4	$14K	Buy	+60	New	+$12.5K	0.01%	269

Other funds holding BURL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Disciplined Investments's BURL Position: Q3 2023 in Review

Disciplined Investments sold out of Burlington (BURL) in Q3 2023, closing a stake of 55 shares — an estimated $8.66K sold.

Disciplined Investments first reported a position in BURL in Q4 2019 and held it in 15 quarters. The position peaked at $16K in Q2 2021. 414 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

Disciplined Investments reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 55 Burlington shares in Q3 2023, an estimated $8.66K.
Disciplined Investments first reported a position in Burlington in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Burlington position peaked at $16K in Q2 2021.
414 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.