Glenmede Trust’s Burlington BURL Stock Holding History

Glenmede Trust’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
2020 Q4	–	Sell	-14	Closed	-$2K	–	1355
2020 Q3	$2K	Buy	14 +3	+27%	+$584	﹤0.01%	2244
2020 Q2	$2K	Sell	11 -1,046	-99%	-$197K	﹤0.01%	2218
2020 Q1	$241K	Hold	1,057	–	–	﹤0.01%	1131
2019 Q4	$241K	Buy	1,057 +59	+6%	+$12.3K	﹤0.01%	1131
2019 Q3	$199	Buy	998 +105	+12%	+$19.3K	﹤0.01%	1165
2019 Q2	$151	Sell	893 -13	-1%	-$2.13K	﹤0.01%	1264
2019 Q1	$141	Buy	906 +240	+36%	+$38.7K	﹤0.01%	1299
2018 Q4	$108	Buy	+666	New	+$108K	﹤0.01%	1333
2018 Q3	–	Sell	-108	Closed	-$16K	–	1490
2018 Q2	$16K	Buy	108 +31	+40%	+$4.41K	﹤0.01%	1768
2018 Q1	$9K	Hold	77	–	–	﹤0.01%	2202
2017 Q4	$9K	Sell	77 -35	-31%	-$3.56K	﹤0.01%	2202
2017 Q3	$10K	Buy	112 +52	+87%	+$4.56K	﹤0.01%	2173
2017 Q2	$5K	Hold	60	–	–	﹤0.01%	2277
2017 Q1	$5K	Buy	+60	New	+$5.31K	﹤0.01%	2277

Other funds holding BURL

T. Rowe Price Associates

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Fidelity Investments

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

Capital International Investors

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

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return