Ellevest Inc’s Burlington BURL Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-484	Closed	-$97.8K	–	553
2023 Q1	$97.8K	Sell	484 -6	-1%	-$1.31K	0.01%	455
2022 Q4	$99.4K	Buy	490 +170	+53%	+$27.1K	0.01%	435
2022 Q3	$36K	Sell	320 -158	-33%	-$23K	﹤0.01%	668
2022 Q2	$65K	Buy	478 +97	+25%	+$17.6K	0.01%	499
2022 Q1	$69K	Sell	381 -124	-25%	-$27.2K	0.01%	466
2021 Q4	$147K	Sell	505 -168	-25%	-$47.2K	0.01%	338
2021 Q3	$191K	Buy	673 +29	+5%	+$9.27K	0.02%	284
2021 Q2	$207K	Buy	644 +433	+205%	+$138K	0.02%	256
2021 Q1	$63K	Sell	211 -52	-20%	-$14.1K	0.01%	419
2020 Q4	$69K	Buy	263 +94	+56%	+$20.9K	0.01%	390
2020 Q3	$35K	Buy	169 +7	+4%	+$1.36K	0.01%	429
2020 Q2	$32K	Sell	162 -5	-3%	-$942	0.01%	419
2020 Q1	$26K	Buy	167 +27	+19%	+$5.68K	0.01%	377
2019 Q4	$32K	Buy	140 +137	+4,567%	+$28.6K	0.01%	308
2019 Q3	$1K	Buy	+3	New	+$552	﹤0.01%	368

Other funds holding BURL

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return