EARNEST Partners’s Burlington BURL Stock Holding History

EARNEST Partners’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	-21	Closed	-$2.84K	–	405
2023 Q3	$2.84K	Hold	21	–	–	﹤0.01%	941
2023 Q2	$3.31K	Hold	21	–	–	﹤0.01%	906
2023 Q1	$4.24K	Hold	21	–	–	﹤0.01%	837
2022 Q4	$4.26K	Hold	21	–	–	﹤0.01%	829
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	949
2022 Q2	$3K	Hold	21	–	–	﹤0.01%	899
2022 Q1	$4K	Hold	21	–	–	﹤0.01%	876
2021 Q4	$6K	Hold	21	–	–	﹤0.01%	799
2021 Q3	$6K	Hold	21	–	–	﹤0.01%	782
2021 Q2	$7K	Hold	21	–	–	﹤0.01%	742
2021 Q1	$6K	Hold	21	–	–	﹤0.01%	763
2020 Q4	$5K	Hold	21	–	–	﹤0.01%	796
2020 Q3	$4K	Hold	21	–	–	﹤0.01%	807
2020 Q2	$4K	Hold	21	–	–	﹤0.01%	769
2020 Q1	$3K	Hold	21	–	–	﹤0.01%	781
2019 Q4	$5K	Hold	21	–	–	﹤0.01%	762
2019 Q3	$4K	Hold	21	–	–	﹤0.01%	788
2019 Q2	$4K	Hold	21	–	–	﹤0.01%	805
2019 Q1	$3K	Hold	21	–	–	﹤0.01%	893
2018 Q4	$3K	Hold	21	–	–	﹤0.01%	840
2018 Q3	$3K	Hold	21	–	–	﹤0.01%	910
2018 Q2	$3K	Hold	21	–	–	﹤0.01%	910
2018 Q1	$3K	Hold	21	–	–	﹤0.01%	883
2017 Q4	$3K	Buy	+21	New	+$2.14K	﹤0.01%	884
2017 Q1	–	Sell	-21	Closed	-$2K	–	342
2016 Q4	$2K	Buy	+21	New	+$1.7K	﹤0.01%	895

Other funds holding BURL

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners's BURL Position: Q4 2023 in Review

EARNEST Partners sold out of Burlington (BURL) in Q4 2023, closing a stake of 21 shares — an estimated $2.84K sold.

EARNEST Partners first reported a position in BURL in Q4 2016 and held it in 25 quarters. The position peaked at $7K in Q2 2021. 460 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

EARNEST Partners reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 21 Burlington shares in Q4 2023, an estimated $2.84K.
EARNEST Partners first reported a position in Burlington in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Burlington position peaked at $7K in Q2 2021.
460 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.