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Key Financial Inc’s Burlington BURL Stock Holding History

Key Financial Inc’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
Q3 		– Sell
-21
Closed -$7K – 911
2021
Q2 		$7K Hold
21
– – ﹤0.01% 627
2021
Q1 		$6K Hold
21
– – ﹤0.01% 558
2020
Q4 		$5K Buy
+21
New +$4.68K ﹤0.01% 547
2020
Q2 		– Sell
-17
Closed -$3K – 164
2020
Q1 		$3K Buy
+17
New +$3.58K ﹤0.01% 550

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Key Financial Inc's BURL Position: Q3 2021 in Review

Key Financial Inc sold out of Burlington (BURL) in Q3 2021, closing a stake of 21 shares — an estimated $7K sold.

Key Financial Inc first reported a position in BURL in Q1 2020 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 488 funds tracked by Wall St. Rank hold BURL as of Q3 2021.

  • Key Financial Inc reported no remaining Burlington position as of Q3 2021 after selling out during the quarter.
  • Key Financial Inc sold 21 Burlington shares in Q3 2021, an estimated $7K.
  • Key Financial Inc first reported a position in Burlington in Q1 2020 and held it in 4 quarters.
  • Key Financial Inc's Burlington position peaked at $7K in Q2 2021.
  • 488 funds tracked by Wall St. Rank held Burlington as of Q3 2021.

Based on Key Financial Inc's 13F filing for Q3 2021, filed 1 Nov 2021.