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KB Financial Partners’s Burlington BURL Stock Holding History

KB Financial Partners’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
-286
Closed -$58K – 608
2023
Q1 		$58K Sell
286
-38
-12% -$8.3K 0.02% 244
2022
Q4 		$66K Buy
324
+70
+28% +$11.2K 0.02% 239
2022
Q3 		$28K Buy
254
+105
+70% +$15.3K 0.01% 309
2022
Q2 		$20K Sell
149
-89
-37% -$16.1K 0.01% 332
2022
Q1 		$43K Buy
238
+97
+69% +$21.3K 0.01% 281
2021
Q4 		$41K Buy
+141
New +$39.6K 0.01% 308
2021
Q3 		– Sell
-183
Closed -$59K – 222
2021
Q2 		$59K Sell
183
-22
-11% -$7K 0.02% 243
2021
Q1 		$61K Buy
+205
New +$55.7K 0.03% 247

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

KB Financial Partners's BURL Position: Q2 2023 in Review

KB Financial Partners sold out of Burlington (BURL) in Q2 2023, closing a stake of 286 shares — an estimated $58K sold.

KB Financial Partners first reported a position in BURL in Q1 2021 and held it in 8 quarters. The position peaked at $66K in Q4 2022. 426 funds tracked by Wall St. Rank hold BURL as of Q2 2023.

  • KB Financial Partners reported no remaining Burlington position as of Q2 2023 after selling out during the quarter.
  • KB Financial Partners sold 286 Burlington shares in Q2 2023, an estimated $58K.
  • KB Financial Partners first reported a position in Burlington in Q1 2021 and held it in 8 quarters.
  • KB Financial Partners's Burlington position peaked at $66K in Q4 2022.
  • 426 funds tracked by Wall St. Rank held Burlington as of Q2 2023.

Based on KB Financial Partners's 13F filing for Q2 2023, filed 15 Aug 2023.