Hohimer Wealth Management’s Burlington BURL Stock Holding History

Hohimer Wealth Management’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 Q2	–	Sell	-8,601	Closed	-$1.57M	–	205
2022 Q1	$1.57M	Buy	8,601 +443	+5%	+$97.1K	0.31%	98
2021 Q4	$2.38M	Sell	8,158 -1,009	-11%	-$284K	0.5%	71
2021 Q3	$2.6M	Sell	9,167 -295	-3%	-$94.3K	0.54%	72
2021 Q2	$3.05M	Buy	9,462 +986	+12%	+$314K	0.62%	64
2021 Q1	$2.53M	Buy	8,476 +754	+10%	+$205K	0.62%	63
2020 Q4	$2.02M	Sell	7,722 -6	-0.1%	-$1.34K	0.54%	68
2020 Q3	$1.57M	Buy	7,728 +487	+7%	+$94.9K	0.45%	76
2020 Q2	$1.43M	Sell	7,241 -46	-0.6%	-$8.66K	0.49%	76
2020 Q1	$1.33M	Sell	7,287 -68	-0.9%	-$14.3K	0.56%	71
2019 Q4	$1.68M	Buy	+7,355	New	+$1.54M	0.58%	76

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Hohimer Wealth Management's BURL Position: Q2 2022 in Review

Hohimer Wealth Management sold out of Burlington (BURL) in Q2 2022, closing a stake of 8,601 shares — an estimated $1.57M sold.

Hohimer Wealth Management first reported a position in BURL in Q4 2019 and held it in 10 quarters. The position peaked at $3.05M in Q2 2021. 423 funds tracked by Wall St. Rank hold BURL as of Q2 2022.

Hohimer Wealth Management reported no remaining Burlington position as of Q2 2022 after selling out during the quarter.
Hohimer Wealth Management sold 8,601 Burlington shares in Q2 2022, an estimated $1.57M.
Hohimer Wealth Management first reported a position in Burlington in Q4 2019 and held it in 10 quarters.
Hohimer Wealth Management's Burlington position peaked at $3.05M in Q2 2021.
423 funds tracked by Wall St. Rank held Burlington as of Q2 2022.

Based on Hohimer Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.