Lenox Wealth Advisors’s Burlington BURL Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-4	Closed	-$1K	–	787
2021 Q4	$1K	Buy	+4	New	+$1.13K	﹤0.01%	807
2020 Q2	–	Sell	-20	Closed	-$3K	–	611
2020 Q1	$3K	Buy	+20	New	+$4.21K	﹤0.01%	488
2019 Q2	–	Sell	-37	Closed	-$6K	–	434
2019 Q1	$6K	Buy	+37	New	+$5.96K	﹤0.01%	325
2018 Q2	–	Sell	-15	Closed	-$2K	–	558
2018 Q1	$2K	Buy	+15	New	+$1.85K	﹤0.01%	462

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lenox Wealth Advisors's BURL Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Burlington (BURL) in Q1 2022, closing a stake of 4 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BURL in Q1 2018 and held it in 4 quarters. The position peaked at $6K in Q1 2019. 429 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

Lenox Wealth Advisors reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 4 Burlington shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Burlington in Q1 2018 and held it in 4 quarters.
Lenox Wealth Advisors's Burlington position peaked at $6K in Q1 2019.
429 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.