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Fulcrum Asset Management’s Burlington BURL Stock Holding History

Fulcrum Asset Management’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
Q1 		– Hold
0
– – – 195
2020
Q4 		– Hold
0
– – – 43
2020
Q3 		– Sell
-10,871
Closed -$2.31M – 132
2020
Q2 		$2.31M Buy
+10,871
New +$2.05M 0.77% 43

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fulcrum Asset Management's BURL Position: Q1 2022 in Review

Fulcrum Asset Management held its Burlington (BURL) position steady in Q1 2022 at 0 shares worth $379K. The position accounts for 0.11% of the portfolio, ranked #195.

Fulcrum Asset Management first reported a position in BURL in Q2 2020 and has held it in 1 quarter since. The position peaked at $2.31M in Q2 2020. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

  • Fulcrum Asset Management held 0 shares of Burlington worth $379K as of Q1 2022.
  • Fulcrum Asset Management left its Burlington share count unchanged in Q1 2022.
  • Burlington made up 0.11% of Fulcrum Asset Management's portfolio in Q1 2022, its #195 holding.
  • Fulcrum Asset Management first reported a position in Burlington in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's Burlington position peaked at $2.31M in Q2 2020.
  • 430 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.