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Great Valley Advisor Group’s Burlington BURL Stock Holding History

Great Valley Advisor Group’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
Q1 		– Sell
-7,219
Closed -$1.46M – 709
2022
Q4 		$1.46M Sell
7,219
-376
-5% -$60K 0.07% 259
2022
Q3 		$850K Buy
7,595
+2,396
+46% +$349K 0.05% 334
2022
Q2 		$708K Buy
5,199
+250
+5% +$45.2K 0.04% 360
2022
Q1 		$941K Buy
+4,949
New +$1.08M 0.05% 286

Other funds holding BURL

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Great Valley Advisor Group's BURL Position: Q1 2023 in Review

Great Valley Advisor Group sold out of Burlington (BURL) in Q1 2023, closing a stake of 7,219 shares — an estimated $1.46M sold.

Great Valley Advisor Group first reported a position in BURL in Q1 2022 and held it in 4 quarters. The position peaked at $1.46M in Q4 2022. 439 funds tracked by Wall St. Rank hold BURL as of Q1 2023.

  • Great Valley Advisor Group reported no remaining Burlington position as of Q1 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 7,219 Burlington shares in Q1 2023, an estimated $1.46M.
  • Great Valley Advisor Group first reported a position in Burlington in Q1 2022 and held it in 4 quarters.
  • Great Valley Advisor Group's Burlington position peaked at $1.46M in Q4 2022.
  • 439 funds tracked by Wall St. Rank held Burlington as of Q1 2023.

Based on Great Valley Advisor Group's 13F filing for Q1 2023, filed 3 May 2023.