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Harbor Investment Advisory’s Burlington BURL Stock Holding History

Harbor Investment Advisory’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
Q3 		– Sell
-1
Closed -$240 – 1180
2024
Q2 		$240 Buy
+1
New +$206 ﹤0.01% 1168

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harbor Investment Advisory's BURL Position: Q3 2024 in Review

Harbor Investment Advisory sold out of Burlington (BURL) in Q3 2024, closing a stake of 1 share — an estimated $240 sold.

Harbor Investment Advisory first reported a position in BURL in Q2 2024 and held it in 1 quarter. The position peaked at $240 in Q2 2024. 574 funds tracked by Wall St. Rank hold BURL as of Q3 2024.

  • Harbor Investment Advisory reported no remaining Burlington position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 1 Burlington share in Q3 2024, an estimated $240.
  • Harbor Investment Advisory first reported a position in Burlington in Q2 2024 and held it in 1 quarter.
  • Harbor Investment Advisory's Burlington position peaked at $240 in Q2 2024.
  • 574 funds tracked by Wall St. Rank held Burlington as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.