IRF
BURL icon

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

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Fidelity Investments
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Artisan Partners
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return