Heritage Financial Services’s Burlington BURL Stock Holding History

Heritage Financial 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
2022 Q3	–	Sell	-7	Closed	–	–	117
2022 Q2	$0	Buy	+7	New	+$1.27K	﹤0.01%	516

Other funds holding BURL

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Heritage Financial Services's BURL Position: Q3 2022 in Review

Heritage Financial Services sold out of Burlington (BURL) in Q3 2022, closing a stake of 7 shares.

Heritage Financial Services first reported a position in BURL in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

Heritage Financial Services reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 7 Burlington shares in Q3 2022.
Heritage Financial Services first reported a position in Burlington in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Burlington position peaked at $0 in Q2 2022.
369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.