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Homestead Advisers’s Burlington BURL Stock Holding History

Homestead Advisers’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
Q2 		– Sell
-552
Closed -$128K – 103
2024
Q1 		$128K Hold
552
– – ﹤0.01% 116
2023
Q4 		$107K Buy
552
+163
+42% +$24.3K ﹤0.01% 117
2023
Q3 		$52.6K Buy
+389
New +$62.4K ﹤0.01% 126

Other funds holding BURL

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Homestead Advisers's BURL Position: Q2 2024 in Review

Homestead Advisers sold out of Burlington (BURL) in Q2 2024, closing a stake of 552 shares — an estimated $128K sold.

Homestead Advisers first reported a position in BURL in Q3 2023 and held it in 3 quarters. The position peaked at $128K in Q1 2024. 514 funds tracked by Wall St. Rank hold BURL as of Q2 2024.

  • Homestead Advisers reported no remaining Burlington position as of Q2 2024 after selling out during the quarter.
  • Homestead Advisers sold 552 Burlington shares in Q2 2024, an estimated $128K.
  • Homestead Advisers first reported a position in Burlington in Q3 2023 and held it in 3 quarters.
  • Homestead Advisers's Burlington position peaked at $128K in Q1 2024.
  • 514 funds tracked by Wall St. Rank held Burlington as of Q2 2024.

Based on Homestead Advisers's 13F filing for Q2 2024, filed 23 Jul 2024.