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Janiczek Wealth Management’s Burlington BURL Stock Holding History

Janiczek Wealth 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
2024
Q1 		– Sell
-1
Closed -$195 – 1104
2023
Q4 		$195 Buy
+1
New +$149 ﹤0.01% 1062
2022
Q1 		– Sell
-3
Closed -$1K – 952
2021
Q4 		$1K Hold
3
– – ﹤0.01% 891
2021
Q3 		$1K Hold
3
– – ﹤0.01% 869
2021
Q2 		$1K Hold
3
– – ﹤0.01% 819
2021
Q1 		$1K Hold
3
– – ﹤0.01% 782
2020
Q4 		$1K Hold
3
– – ﹤0.01% 715
2020
Q3 		$1K Buy
+3
New +$584 ﹤0.01% 550

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Janiczek Wealth Management's BURL Position: Q1 2024 in Review

Janiczek Wealth Management sold out of Burlington (BURL) in Q1 2024, closing a stake of 1 share — an estimated $195 sold.

Janiczek Wealth Management first reported a position in BURL in Q3 2020 and held it in 7 quarters. The position peaked at $1K in Q4 2021. 471 funds tracked by Wall St. Rank hold BURL as of Q1 2024.

  • Janiczek Wealth Management reported no remaining Burlington position as of Q1 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 1 Burlington share in Q1 2024, an estimated $195.
  • Janiczek Wealth Management first reported a position in Burlington in Q3 2020 and held it in 7 quarters.
  • Janiczek Wealth Management's Burlington position peaked at $1K in Q4 2021.
  • 471 funds tracked by Wall St. Rank held Burlington as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.