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Independence Bank of Kentucky’s Burlington BURL Stock Holding History

Independence Bank of Kentucky’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
Q2 		– Sell
-100
Closed -$20.2K – 519
2023
Q1 		$20.2K Sell
100
-200
-67% -$43.7K 0.01% 323
2022
Q4 		$61K Hold
300
– – 0.03% 243
2022
Q3 		$34K Hold
300
– – 0.02% 269
2022
Q2 		$41K Sell
300
-25
-8% -$4.53K 0.02% 260
2022
Q1 		$59K Buy
+325
New +$71.2K 0.02% 248

Other funds holding BURL

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T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Independence Bank of Kentucky's BURL Position: Q2 2023 in Review

Independence Bank of Kentucky sold out of Burlington (BURL) in Q2 2023, closing a stake of 100 shares — an estimated $20.2K sold.

Independence Bank of Kentucky first reported a position in BURL in Q1 2022 and held it in 5 quarters. The position peaked at $61K in Q4 2022. 426 funds tracked by Wall St. Rank hold BURL as of Q2 2023.

  • Independence Bank of Kentucky reported no remaining Burlington position as of Q2 2023 after selling out during the quarter.
  • Independence Bank of Kentucky sold 100 Burlington shares in Q2 2023, an estimated $20.2K.
  • Independence Bank of Kentucky first reported a position in Burlington in Q1 2022 and held it in 5 quarters.
  • Independence Bank of Kentucky's Burlington position peaked at $61K in Q4 2022.
  • 426 funds tracked by Wall St. Rank held Burlington as of Q2 2023.

Based on Independence Bank of Kentucky's 13F filing for Q2 2023, filed 7 Jul 2023.