Lee Financial’s Burlington BURL Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-73	Closed	-$14.2K	–	248
2023 Q4	$14.2K	Sell	73 -9	-11%	-$1.34K	﹤0.01%	373
2023 Q3	$11.1K	Hold	82	–	–	﹤0.01%	397
2023 Q2	$12.9K	Hold	82	–	–	﹤0.01%	373
2023 Q1	$16.6K	Hold	82	–	–	﹤0.01%	340
2022 Q4	$16.6K	Sell	82 -3	-4%	-$479	﹤0.01%	379
2022 Q3	$10K	Sell	85 -1	-1%	-$146	﹤0.01%	427
2022 Q2	$12K	Buy	86 +38	+79%	+$6.88K	﹤0.01%	415
2022 Q1	$9K	Hold	48	–	–	﹤0.01%	445
2021 Q4	$14K	Hold	48	–	–	﹤0.01%	427
2021 Q3	$14K	Hold	48	–	–	﹤0.01%	376
2021 Q2	$15K	Hold	48	–	–	﹤0.01%	352
2021 Q1	$14K	Sell	48 -15	-24%	-$4.08K	﹤0.01%	347
2020 Q4	$16K	Hold	63	–	–	﹤0.01%	316
2020 Q3	$13K	Hold	63	–	–	﹤0.01%	359
2020 Q2	$12K	Hold	63	–	–	﹤0.01%	334
2020 Q1	$10K	Hold	63	–	–	﹤0.01%	291
2019 Q4	$14K	Hold	63	–	–	﹤0.01%	293
2019 Q3	$13K	Hold	63	–	–	﹤0.01%	297
2019 Q2	$11K	Sell	63 -42	-40%	-$6.87K	﹤0.01%	335
2019 Q1	$16K	Hold	105	–	–	﹤0.01%	273
2018 Q4	$17K	Hold	105	–	–	﹤0.01%	233
2018 Q3	$17K	Hold	105	–	–	﹤0.01%	265
2018 Q2	$16K	Hold	105	–	–	﹤0.01%	387
2018 Q1	$14K	Hold	105	–	–	﹤0.01%	412
2017 Q4	$13K	Hold	105	–	–	﹤0.01%	287
2017 Q3	$10K	Sell	105 -15	-13%	-$1.32K	﹤0.01%	326
2017 Q2	$11K	Hold	120	–	–	﹤0.01%	307
2017 Q1	$12K	Sell	120 -5	-4%	-$443	﹤0.01%	251
2016 Q4	$11K	Buy	+125	New	+$10.1K	0.01%	271

Other funds holding BURL

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Lee Financial's BURL Position: Q1 2024 in Review

Lee Financial sold out of Burlington (BURL) in Q1 2024, closing a stake of 73 shares — an estimated $14.2K sold.

Lee Financial first reported a position in BURL in Q4 2016 and held it in 29 quarters. The position peaked at $17K in Q4 2018. 471 funds tracked by Wall St. Rank hold BURL as of Q1 2024.

Lee Financial reported no remaining Burlington position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 73 Burlington shares in Q1 2024, an estimated $14.2K.
Lee Financial first reported a position in Burlington in Q4 2016 and held it in 29 quarters.
Lee Financial's Burlington position peaked at $17K in Q4 2018.
471 funds tracked by Wall St. Rank held Burlington as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.