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	–	449
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Glassman Wealth Services's BURL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Burlington (BURL) in Q1 2024, closing a stake of 14 shares — an estimated $2.72K sold.

Glassman Wealth Services first reported a position in BURL in Q3 2019 and held it in 18 quarters. The position peaked at $5K in Q4 2021. 471 funds tracked by Wall St. Rank hold BURL as of Q1 2024.

Glassman Wealth Services reported no remaining Burlington position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 14 Burlington shares in Q1 2024, an estimated $2.72K.
Glassman Wealth Services first reported a position in Burlington in Q3 2019 and held it in 18 quarters.
Glassman Wealth Services's Burlington position peaked at $5K in Q4 2021.
471 funds tracked by Wall St. Rank held Burlington as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.