Glassman Wealth Services’s Burlington BURL Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-14	Closed	-$2.72K	–	450
2023 Q4	$2.72K	Buy	14 +6	+75%	+$895	﹤0.01%	1261
2023 Q3	$1.08K	Sell	8 -1	-11%	-$160	﹤0.01%	1522
2023 Q2	$1.42K	Hold	9	–	–	﹤0.01%	1348
2023 Q1	$1.82K	Buy	9 +5	+125%	+$1.09K	﹤0.01%	1275
2022 Q4	$811	Sell	4 -9	-69%	-$1.44K	﹤0.01%	1489
2022 Q3	$1K	Sell	13 -20	-61%	-$2.91K	﹤0.01%	1347
2022 Q2	$4K	Buy	33 +23	+230%	+$4.16K	﹤0.01%	1057
2022 Q1	$2K	Sell	10 -7	-41%	-$1.53K	﹤0.01%	1197
2021 Q4	$5K	Buy	17 +11	+183%	+$3.09K	﹤0.01%	967
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	1143
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	1116
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	1067
2020 Q4	$2K	Hold	6	–	–	﹤0.01%	1041
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	1107
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	968
2020 Q1	$1K	Buy	6 +3	+100%	+$632	﹤0.01%	817
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	865
2019 Q3	$1K	Buy	+3	New	+$552	﹤0.01%	795

Other funds holding BURL

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return