IRF
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IBM Retirement Fund’s Burlington BURL Stock Holding History

IBM Retirement Fund’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
Q1 		– Sell
-1,107
Closed -$323K – 513
2021
Q4 		$323K Sell
1,107
-793
-42% -$223K 0.04% 405
2021
Q3 		$539K Buy
1,900
+11
+0.6% +$3.52K 0.04% 398
2021
Q2 		$608K Sell
1,889
-337
-15% -$107K 0.05% 353
2021
Q1 		$665K Sell
2,226
-179
-7% -$48.6K 0.05% 354
2020
Q4 		$629K Buy
2,405
+294
+14% +$65.5K 0.04% 363
2020
Q3 		$435K Buy
2,111
+593
+39% +$116K 0.04% 402
2020
Q2 		$299K Sell
1,518
-13
-0.8% -$2.45K 0.04% 396
2020
Q1 		$243K Buy
1,531
+578
+61% +$122K 0.04% 392
2019
Q4 		$217K Buy
+953
New +$199K 0.04% 392
2017
Q1 		– Sell
-5,607
Closed -$475K – 404
2016
Q4 		$475K Sell
5,607
-1,004
-15% -$81K 0.02% 595
2016
Q3 		$536K Sell
6,611
-485
-7% -$37.5K 0.03% 603
2016
Q2 		$473K Buy
+7,096
New +$417K 0.02% 684

Other funds holding BURL

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

IBM Retirement Fund's BURL Position: Q1 2022 in Review

IBM Retirement Fund sold out of Burlington (BURL) in Q1 2022, closing a stake of 1,107 shares — an estimated $323K sold.

IBM Retirement Fund first reported a position in BURL in Q2 2016 and held it in 12 quarters. The position peaked at $665K in Q1 2021. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

  • IBM Retirement Fund reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 1,107 Burlington shares in Q1 2022, an estimated $323K.
  • IBM Retirement Fund first reported a position in Burlington in Q2 2016 and held it in 12 quarters.
  • IBM Retirement Fund's Burlington position peaked at $665K in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on IBM Retirement Fund's 13F filing for Q1 2022, filed 14 Apr 2022.