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Glenview Trust’s Burlington BURL Stock Holding History

Glenview 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
2023
Q3 		– Sell
-1,586
Closed -$250K – 449
2023
Q2 		$250K Sell
1,586
-473
-23% -$81.2K 0.01% 413
2023
Q1 		$416K Buy
2,059
+126
+7% +$27.5K 0.01% 342
2022
Q4 		$392K Sell
1,933
-1,806
-48% -$288K 0.01% 330
2022
Q3 		$418K Sell
3,739
-1,501
-29% -$219K 0.02% 299
2022
Q2 		$714K Sell
5,240
-2,049
-28% -$371K 0.03% 231
2022
Q1 		$1.33M Sell
7,289
-7,857
-52% -$1.72M 0.04% 189
2021
Q4 		$4.42M Sell
15,146
-1,346
-8% -$378K 0.15% 110
2021
Q3 		$4.68M Sell
16,492
-2,474
-13% -$791K 0.18% 99
2021
Q2 		$6.11M Sell
18,966
-3,024
-14% -$963K 0.24% 95
2021
Q1 		$6.57M Sell
21,990
-41,277
-65% -$11.2M 0.28% 88
2020
Q4 		$16.5M Buy
63,267
+6,350
+11% +$1.41M 0.77% 42
2020
Q3 		$11.7M Buy
+56,917
New +$11.1M 0.61% 51

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glenview Trust's BURL Position: Q3 2023 in Review

Glenview Trust sold out of Burlington (BURL) in Q3 2023, closing a stake of 1,586 shares — an estimated $250K sold.

Glenview Trust first reported a position in BURL in Q3 2020 and held it in 12 quarters. The position peaked at $16.5M in Q4 2020. 414 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

  • Glenview Trust reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
  • Glenview Trust sold 1,586 Burlington shares in Q3 2023, an estimated $250K.
  • Glenview Trust first reported a position in Burlington in Q3 2020 and held it in 12 quarters.
  • Glenview Trust's Burlington position peaked at $16.5M in Q4 2020.
  • 414 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on Glenview Trust's 13F filing for Q3 2023, filed 13 Nov 2023.