KI
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Kula Investments’s Burlington BURL Stock Holding History

Kula Investments’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
Q1 		$724K Buy
+3,584
New +$783K 0.18% 212

Other funds holding BURL

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Kula Investments's BURL Position: Q1 2023 in Review

Kula Investments opened a new position in Burlington (BURL) in Q1 2023: 3,584 shares worth $724K. The stake represents 0.18% of the portfolio and ranks #212 among its holdings.

438 funds tracked by Wall St. Rank hold BURL as of Q1 2023.

  • Kula Investments held 3,584 shares of Burlington worth $724K as of Q1 2023.
  • Burlington was a new Kula Investments position in Q1 2023.
  • Burlington made up 0.18% of Kula Investments's portfolio in Q1 2023, its #212 holding.
  • 438 funds tracked by Wall St. Rank held Burlington as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.