Kowal Investment Group’s Burlington BURL Stock Holding History

Kowal Investment Group’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 Q4	–	Sell	-53	Closed	-$15K	–	243
2021 Q3	$15K	Buy	+53	New	+$16.9K	﹤0.01%	432

Other funds holding BURL

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Kowal Investment Group's BURL Position: Q4 2021 in Review

Kowal Investment Group sold out of Burlington (BURL) in Q4 2021, closing a stake of 53 shares — an estimated $15K sold.

Kowal Investment Group first reported a position in BURL in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 493 funds tracked by Wall St. Rank hold BURL as of Q4 2021.

Kowal Investment Group reported no remaining Burlington position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 53 Burlington shares in Q4 2021, an estimated $15K.
Kowal Investment Group first reported a position in Burlington in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Burlington position peaked at $15K in Q3 2021.
493 funds tracked by Wall St. Rank held Burlington as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.