DACG
BURL icon

Donor Advised Charitable Giving’s Burlington BURL Stock Holding History

Donor Advised Charitable Giving’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
Q3 		– Sell
-21,548
Closed -$6.94M – 60
2021
Q2 		$6.94M Sell
21,548
-13,871
-39% -$4.42M 0.78% 18
2021
Q1 		$10.6M Buy
35,419
+11,080
+46% +$3.01M 1.09% 25
2020
Q4 		$6.37M Buy
+24,339
New +$5.42M 0.87% 13

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $645B AUM 30.41% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Donor Advised Charitable Giving's BURL Position: Q3 2021 in Review

Donor Advised Charitable Giving sold out of Burlington (BURL) in Q3 2021, closing a stake of 21,548 shares — an estimated $6.94M sold.

Donor Advised Charitable Giving first reported a position in BURL in Q4 2020 and held it in 3 quarters. The position peaked at $10.6M in Q1 2021. 487 funds tracked by Wall St. Rank hold BURL as of Q3 2021.

  • Donor Advised Charitable Giving reported no remaining Burlington position as of Q3 2021 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 21,548 Burlington shares in Q3 2021, an estimated $6.94M.
  • Donor Advised Charitable Giving first reported a position in Burlington in Q4 2020 and held it in 3 quarters.
  • Donor Advised Charitable Giving's Burlington position peaked at $10.6M in Q1 2021.
  • 487 funds tracked by Wall St. Rank held Burlington as of Q3 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q3 2021, filed 14 Oct 2021.