Laird Norton Wetherby Wealth Management’s Burlington BURL Stock Holding History

Laird Norton Wetherby Wealth Management’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	-1,253	Closed	-$253K	–	957
2023 Q1	$253K	Buy	1,253 +51	+4%	+$11.1K	0.01%	756
2022 Q4	$244K	Buy	+1,202	New	+$192K	0.02%	746
2022 Q1	–	Sell	-727	Closed	-$212K	–	933
2021 Q4	$212K	Buy	+727	New	+$204K	0.01%	845
2021 Q3	–	Sell	-713	Closed	-$230K	–	934
2021 Q2	$230K	Sell	713 -442	-38%	-$141K	0.01%	812
2021 Q1	$345K	Sell	1,155 -313	-21%	-$85.1K	0.03%	552
2020 Q4	$384K	Sell	1,468 -307	-17%	-$68.4K	0.03%	554
2020 Q3	$366K	Buy	1,775 +457	+35%	+$89K	0.03%	464
2020 Q2	$260K	Sell	1,318 -210	-14%	-$39.6K	0.02%	567
2020 Q1	$242K	Buy	1,528 +369	+32%	+$77.7K	0.03%	518
2019 Q4	$264K	Buy	1,159 +40	+4%	+$8.36K	0.03%	574
2019 Q3	$224K	Buy	+1,119	New	+$206K	0.02%	627

Other funds holding BURL

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's BURL Position: Q2 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Burlington (BURL) in Q2 2023, closing a stake of 1,253 shares — an estimated $253K sold.

Laird Norton Wetherby Wealth Management first reported a position in BURL in Q3 2019 and held it in 11 quarters. The position peaked at $384K in Q4 2020. 426 funds tracked by Wall St. Rank hold BURL as of Q2 2023.

Laird Norton Wetherby Wealth Management reported no remaining Burlington position as of Q2 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,253 Burlington shares in Q2 2023, an estimated $253K.
Laird Norton Wetherby Wealth Management first reported a position in Burlington in Q3 2019 and held it in 11 quarters.
Laird Norton Wetherby Wealth Management's Burlington position peaked at $384K in Q4 2020.
426 funds tracked by Wall St. Rank held Burlington as of Q2 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.