FourThought Financial’s Burlington BURL Stock Holding History

FourThought Financial’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	$42K	Sell	377 -304	-45%	-$44.3K	0.01%	656
2022 Q2	$93K	Sell	681 -67	-9%	-$12.1K	0.01%	457
2022 Q1	$136K	Hold	748	–	–	0.02%	403
2021 Q4	$218K	Sell	748 -50	-6%	-$14.1K	0.03%	331
2021 Q3	$226K	Buy	798 +107	+15%	+$34.2K	0.03%	319
2021 Q2	$222K	Sell	691 -29	-4%	-$9.23K	0.03%	331
2021 Q1	$215K	Sell	720 -52	-7%	-$14.1K	0.03%	339
2020 Q4	$201K	Buy	+772	New	+$172K	0.03%	338

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

FourThought Financial's BURL Position: Q3 2022 in Review

FourThought Financial reduced its Burlington (BURL) stake by 45% in Q3 2022, selling an estimated $44.3K and leaving 377 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #656.

FourThought Financial first reported a position in BURL in Q4 2020 and has held it in 8 quarters since. The position peaked at $226K in Q3 2021. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

FourThought Financial held 377 shares of Burlington worth $42K as of Q3 2022.
FourThought Financial sold 304 Burlington shares in Q3 2022, an estimated $44.3K.
Burlington made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #656 holding.
FourThought Financial first reported a position in Burlington in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Burlington position peaked at $226K in Q3 2021.
369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.