Enlightenment Research’s Burlington BURL Stock Holding History

Enlightenment Research’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 Q3	–	Sell	-1,600	Closed	-$218K	–	100
2022 Q2	$218K	Buy	+1,600	New	+$290K	0.47%	81
2022 Q1	–	Sell	-800	Closed	-$233K	–	146
2021 Q4	$233K	Buy	+800	New	+$225K	0.33%	95
2020 Q3	–	Sell	-1,200	Closed	-$236K	–	76
2020 Q2	$236K	Buy	+1,200	New	+$226K	0.56%	53
2019 Q4	–	Sell	-1,100	Closed	-$220K	–	67
2019 Q3	$220K	Sell	1,100 -3,600	-77%	-$662K	0.49%	75
2019 Q2	$772K	Buy	+4,700	New	+$768K	0.39%	67
2019 Q1	–	Sell	-900	Closed	-$146K	–	180
2018 Q4	$146K	Buy	+900	New	+$145K	0.18%	119

Other funds holding BURL

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Enlightenment Research's BURL Position: Q3 2022 in Review

Enlightenment Research sold out of Burlington (BURL) in Q3 2022, closing a stake of 1,600 shares — an estimated $218K sold.

Enlightenment Research first reported a position in BURL in Q4 2018 and held it in 6 quarters. The position peaked at $772K in Q2 2019. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

Enlightenment Research reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 1,600 Burlington shares in Q3 2022, an estimated $218K.
Enlightenment Research first reported a position in Burlington in Q4 2018 and held it in 6 quarters.
Enlightenment Research's Burlington position peaked at $772K in Q2 2019.
369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.