Douglass Winthrop Advisors’s Burlington BURL Stock Holding History

Douglass Winthrop Advisors’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
2022 Q1	–	Sell	-700	Closed	-$204K	–	270
2021 Q4	$204K	Buy	+700	New	+$197K	﹤0.01%	264
2021 Q3	–	Sell	-700	Closed	-$225K	–	276
2021 Q2	$225K	Hold	700	–	–	0.01%	259
2021 Q1	$209K	Buy	+700	New	+$190K	0.01%	255

Other funds holding BURL

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Douglass Winthrop Advisors's BURL Position: Q1 2022 in Review

Douglass Winthrop Advisors sold out of Burlington (BURL) in Q1 2022, closing a stake of 700 shares — an estimated $204K sold.

Douglass Winthrop Advisors first reported a position in BURL in Q1 2021 and held it in 3 quarters. The position peaked at $225K in Q2 2021. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

Douglass Winthrop Advisors reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
Douglass Winthrop Advisors sold 700 Burlington shares in Q1 2022, an estimated $204K.
Douglass Winthrop Advisors first reported a position in Burlington in Q1 2021 and held it in 3 quarters.
Douglass Winthrop Advisors's Burlington position peaked at $225K in Q2 2021.
430 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2022, filed 16 May 2022.