Equitable Trust’s Burlington BURL Stock Holding History

Equitable Trust’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 Q1	–	Sell	-2,850	Closed	-$745K	–	355
2020 Q4	$745K	Buy	2,850 +202	+8%	+$45K	0.06%	212
2020 Q3	$546K	Buy	+2,648	New	+$516K	0.05%	228

Other funds holding BURL

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Equitable Trust's BURL Position: Q1 2021 in Review

Equitable Trust sold out of Burlington (BURL) in Q1 2021, closing a stake of 2,850 shares — an estimated $745K sold.

Equitable Trust first reported a position in BURL in Q3 2020 and held it in 2 quarters. The position peaked at $745K in Q4 2020. 474 funds tracked by Wall St. Rank hold BURL as of Q1 2021.

Equitable Trust reported no remaining Burlington position as of Q1 2021 after selling out during the quarter.
Equitable Trust sold 2,850 Burlington shares in Q1 2021, an estimated $745K.
Equitable Trust first reported a position in Burlington in Q3 2020 and held it in 2 quarters.
Equitable Trust's Burlington position peaked at $745K in Q4 2020.
474 funds tracked by Wall St. Rank held Burlington as of Q1 2021.

Based on Equitable Trust's 13F filing for Q1 2021, filed 14 May 2021.