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FDx Advisors’s Burlington BURL Stock Holding History

FDx Advisors’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
-4,064
Closed -$554K – 737
2022
Q2 		$554K Buy
4,064
+468
+13% +$84.7K 0.02% 448
2022
Q1 		$655K Buy
3,596
+615
+21% +$135K 0.02% 426
2021
Q4 		$869K Buy
2,981
+477
+19% +$134K 0.02% 394
2021
Q3 		$710K Buy
2,504
+191
+8% +$61.1K 0.02% 409
2021
Q2 		$745K Buy
2,313
+872
+61% +$278K 0.02% 396
2021
Q1 		$431K Buy
1,441
+211
+17% +$57.3K 0.02% 506
2020
Q4 		$322K Buy
1,230
+54
+5% +$12K 0.01% 552
2020
Q3 		$242K Buy
+1,176
New +$229K 0.01% 540
2020
Q2 		– Sell
-1,534
Closed -$243K – 581
2020
Q1 		$243K Sell
1,534
-31
-2% -$6.53K 0.02% 424
2019
Q4 		$357K Sell
1,565
-98
-6% -$20.5K 0.02% 439
2019
Q3 		$332K Buy
1,663
+470
+39% +$86.4K 0.02% 449
2019
Q2 		$203K Sell
1,193
-338
-22% -$55.3K 0.01% 768
2019
Q1 		$240K Sell
1,531
-1,753
-53% -$283K 0.01% 675
2018
Q4 		$534K Buy
3,284
+273
+9% +$44.1K 0.04% 295
2018
Q3 		$491K Sell
3,011
-122
-4% -$19.5K 0.02% 524
2018
Q2 		$472K Buy
3,133
+56
+2% +$7.97K 0.02% 565
2018
Q1 		$410K Sell
3,077
-1,511
-33% -$187K 0.01% 855
2017
Q4 		$564K Buy
+4,588
New +$467K 0.02% 756
2016
Q3 		– Sell
-7,486
Closed -$499K – 902
2016
Q2 		$499K Buy
7,486
+257
+4% +$15.1K 0.02% 594
2016
Q1 		$407K Buy
7,229
+766
+12% +$40K 0.02% 641
2015
Q4 		$277K Sell
6,463
-769
-11% -$35.6K 0.01% 735
2015
Q3 		$369K Sell
7,232
-676
-9% -$36.1K 0.03% 544
2015
Q2 		$405K Buy
+7,908
New +$423K 0.02% 652

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

FDx Advisors's BURL Position: Q3 2022 in Review

FDx Advisors sold out of Burlington (BURL) in Q3 2022, closing a stake of 4,064 shares — an estimated $554K sold.

FDx Advisors first reported a position in BURL in Q2 2015 and held it in 23 quarters. The position peaked at $869K in Q4 2021. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

  • FDx Advisors reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 4,064 Burlington shares in Q3 2022, an estimated $554K.
  • FDx Advisors first reported a position in Burlington in Q2 2015 and held it in 23 quarters.
  • FDx Advisors's Burlington position peaked at $869K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.