Level Financial Advisors’s Burlington BURL Stock Holding History

Level Financial 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
2023 Q1	–	Sell	-6	Closed	-$1K	–	257
2022 Q4	$1K	Buy	+6	New	+$958	﹤0.01%	241

Other funds holding BURL

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

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 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

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

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

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

Level Financial Advisors's BURL Position: Q1 2023 in Review

Level Financial Advisors sold out of Burlington (BURL) in Q1 2023, closing a stake of 6 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in BURL in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 439 funds tracked by Wall St. Rank hold BURL as of Q1 2023.

Level Financial Advisors reported no remaining Burlington position as of Q1 2023 after selling out during the quarter.
Level Financial Advisors sold 6 Burlington shares in Q1 2023, an estimated $1K.
Level Financial Advisors first reported a position in Burlington in Q4 2022 and held it in 1 quarter.
Level Financial Advisors's Burlington position peaked at $1K in Q4 2022.
439 funds tracked by Wall St. Rank held Burlington as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.