Loring Wolcott & Coolidge Fiduciary Advisors’s Burlington BURL Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024 Q3	–	Sell	-500	Closed	-$127K	–	575
2024 Q2	$127K	Hold	500	–	–	﹤0.01%	314
2024 Q1	$88.8K	Hold	500	–	–	﹤0.01%	344
2023 Q4	$95.6K	Hold	500	–	–	﹤0.01%	351
2023 Q3	$63.1K	Hold	500	–	–	﹤0.01%	401
2023 Q2	$78.7K	Hold	500	–	–	﹤0.01%	390
2023 Q1	$101K	Hold	500	–	–	﹤0.01%	343
2022 Q4	$101K	Hold	500	–	–	﹤0.01%	341
2022 Q3	$56K	Hold	500	–	–	﹤0.01%	395
2022 Q2	$68K	Hold	500	–	–	﹤0.01%	395
2022 Q1	$91K	Hold	500	–	–	﹤0.01%	387
2021 Q4	$146K	Hold	500	–	–	﹤0.01%	349
2021 Q3	$142K	Sell	500 -7	-1%	-$2.24K	﹤0.01%	346
2021 Q2	$163K	Buy	+507	New	+$161K	﹤0.01%	342
2021 Q1	–	Sell	-500	Closed	-$131K	–	361
2020 Q4	$131K	Hold	500	–	–	﹤0.01%	319
2020 Q3	$103K	Hold	500	–	–	﹤0.01%	320
2020 Q2	$98K	Hold	500	–	–	﹤0.01%	311
2020 Q1	$79K	Buy	+500	New	+$105K	﹤0.01%	321
2017 Q4	–	Sell	-9	Closed	–	–	755
2017 Q3	$0	Buy	+9	New	+$790	﹤0.01%	797

Other funds holding BURL

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BURL Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Burlington (BURL) in Q3 2024, closing a stake of 500 shares — an estimated $127K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BURL in Q3 2017 and held it in 18 quarters. The position peaked at $163K in Q2 2021. 574 funds tracked by Wall St. Rank hold BURL as of Q3 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Burlington position as of Q3 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 500 Burlington shares in Q3 2024, an estimated $127K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Burlington in Q3 2017 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Burlington position peaked at $163K in Q2 2021.
574 funds tracked by Wall St. Rank held Burlington as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.