Enterprise Financial Services Corp (EFSC)’s Burlington BURL Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q4	–	Sell	-789	Closed	-$224K	–	380
2021 Q3	$224K	Buy	789 +761	+2,718%	+$243K	0.03%	286
2021 Q2	$9K	Hold	28	–	–	﹤0.01%	783
2021 Q1	$9K	Buy	28 +6	+27%	+$1.63K	﹤0.01%	784
2020 Q4	$6K	Buy	22 +3	+16%	+$668	﹤0.01%	828
2020 Q3	$3K	Hold	19	–	–	﹤0.01%	947
2020 Q2	$3K	Sell	19 -3	-14%	-$565	﹤0.01%	946
2020 Q1	$3K	Sell	22 -8	-27%	-$1.68K	﹤0.01%	880
2019 Q4	$7K	Hold	30	–	–	﹤0.01%	786
2019 Q3	$6K	Hold	30	–	–	﹤0.01%	806
2019 Q2	$5K	Hold	30	–	–	﹤0.01%	878
2019 Q1	$5K	Hold	30	–	–	﹤0.01%	890
2018 Q4	$5K	Hold	30	–	–	﹤0.01%	645
2018 Q3	$5K	Buy	+30	New	+$4.79K	﹤0.01%	725

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s BURL Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Burlington (BURL) in Q4 2021, closing a stake of 789 shares — an estimated $224K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in BURL in Q3 2018 and held it in 13 quarters. The position peaked at $224K in Q3 2021. 493 funds tracked by Wall St. Rank hold BURL as of Q4 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Burlington position as of Q4 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 789 Burlington shares in Q4 2021, an estimated $224K.
Enterprise Financial Services Corp (EFSC) first reported a position in Burlington in Q3 2018 and held it in 13 quarters.
Enterprise Financial Services Corp (EFSC)'s Burlington position peaked at $224K in Q3 2021.
493 funds tracked by Wall St. Rank held Burlington as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.