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Marino Stram & Associates’s Burlington BURL Stock Holding History

Marino Stram & Associates’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
2021
Q3 		– Sell
-1,039
Closed -$335K – 162
2021
Q2 		$335K Buy
+1,039
New +$331K 0.09% 187
2019
Q2 		– Sell
-36
Closed -$6K – 145
2019
Q1 		$6K Buy
36
+2
+6% +$322 ﹤0.01% 341
2018
Q4 		$6K Buy
+34
New +$5.49K 0.01% 316

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Marino Stram & Associates's BURL Position: Q3 2021 in Review

Marino Stram & Associates sold out of Burlington (BURL) in Q3 2021, closing a stake of 1,039 shares — an estimated $335K sold.

Marino Stram & Associates first reported a position in BURL in Q4 2018 and held it in 3 quarters. The position peaked at $335K in Q2 2021. 487 funds tracked by Wall St. Rank hold BURL as of Q3 2021.

  • Marino Stram & Associates reported no remaining Burlington position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 1,039 Burlington shares in Q3 2021, an estimated $335K.
  • Marino Stram & Associates first reported a position in Burlington in Q4 2018 and held it in 3 quarters.
  • Marino Stram & Associates's Burlington position peaked at $335K in Q2 2021.
  • 487 funds tracked by Wall St. Rank held Burlington as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.