InceptionR’s Burlington BURL Stock Holding History

InceptionR’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
2023 Q4	–	Sell	-1,840	Closed	-$249K	–	364
2023 Q3	$249K	Buy	+1,840	New	+$295K	0.14%	302
2023 Q2	–	Sell	-2,803	Closed	-$566K	–	426
2023 Q1	$566K	Buy	+2,803	New	+$612K	0.18%	212

Other funds holding BURL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

InceptionR's BURL Position: Q4 2023 in Review

InceptionR sold out of Burlington (BURL) in Q4 2023, closing a stake of 1,840 shares — an estimated $249K sold.

InceptionR first reported a position in BURL in Q1 2023 and held it in 2 quarters. The position peaked at $566K in Q1 2023. 459 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

InceptionR reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
InceptionR sold 1,840 Burlington shares in Q4 2023, an estimated $249K.
InceptionR first reported a position in Burlington in Q1 2023 and held it in 2 quarters.
InceptionR's Burlington position peaked at $566K in Q1 2023.
459 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on InceptionR's 13F filing for Q4 2023, filed 8 Feb 2024.