Jacobi Capital Management’s Burlington BURL Stock Holding History

Jacobi Capital Management’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
2021 Q1	–	Sell	-13	Closed	-$3K	–	1360
2020 Q4	$3K	Hold	13	–	–	﹤0.01%	1093
2020 Q3	$3K	Hold	13	–	–	﹤0.01%	1020
2020 Q2	$3K	Hold	13	–	–	﹤0.01%	983
2020 Q1	$2K	Buy	+13	New	+$2.74K	﹤0.01%	948

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Jacobi Capital Management's BURL Position: Q1 2021 in Review

Jacobi Capital Management sold out of Burlington (BURL) in Q1 2021, closing a stake of 13 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in BURL in Q1 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 474 funds tracked by Wall St. Rank hold BURL as of Q1 2021.

Jacobi Capital Management reported no remaining Burlington position as of Q1 2021 after selling out during the quarter.
Jacobi Capital Management sold 13 Burlington shares in Q1 2021, an estimated $3K.
Jacobi Capital Management first reported a position in Burlington in Q1 2020 and held it in 4 quarters.
Jacobi Capital Management's Burlington position peaked at $3K in Q4 2020.
474 funds tracked by Wall St. Rank held Burlington as of Q1 2021.

Based on Jacobi Capital Management's 13F filing for Q1 2021, filed 11 May 2021.