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Jackson Grant Investment Advisers’s Burlington BURL Stock Holding History

Jackson Grant Investment 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
2023
Q2 		– Sell
-5
Closed -$1.01K – 427
2023
Q1 		$1.01K Buy
+5
New +$1.09K ﹤0.01% 445

Other funds holding BURL

T. Rowe Price Investment Management
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

Jackson Grant Investment Advisers's BURL Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Burlington (BURL) in Q2 2023, closing a stake of 5 shares — an estimated $1.01K sold.

Jackson Grant Investment Advisers first reported a position in BURL in Q1 2023 and held it in 1 quarter. The position peaked at $1.01K in Q1 2023. 426 funds tracked by Wall St. Rank hold BURL as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Burlington position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 5 Burlington shares in Q2 2023, an estimated $1.01K.
  • Jackson Grant Investment Advisers first reported a position in Burlington in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Burlington position peaked at $1.01K in Q1 2023.
  • 426 funds tracked by Wall St. Rank held Burlington as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.