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Kapitalo Investimentos’s Burlington BURL Stock Holding History

Kapitalo Investimentos’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
-1,312
Closed -$178K – 553
2023
Q3 		$178K Sell
1,312
-232
-15% -$37.2K 0.02% 313
2023
Q2 		$243K Buy
+1,544
New +$265K 0.05% 206

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kapitalo Investimentos's BURL Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Burlington (BURL) in Q4 2023, closing a stake of 1,312 shares — an estimated $178K sold.

Kapitalo Investimentos first reported a position in BURL in Q2 2023 and held it in 2 quarters. The position peaked at $243K in Q2 2023. 459 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,312 Burlington shares in Q4 2023, an estimated $178K.
  • Kapitalo Investimentos first reported a position in Burlington in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Burlington position peaked at $243K in Q2 2023.
  • 459 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.