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Merlin Capital’s Burlington BURL Stock Holding History

Merlin Capital’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
Q3 		– Sell
-2,864
Closed -$390K – 74
2022
Q2 		$390K Sell
2,864
-48
-2% -$8.69K 0.78% 53
2022
Q1 		$530K Buy
2,912
+1,039
+55% +$228K 0.7% 53
2021
Q4 		$546K Buy
+1,873
New +$527K 0.63% 58

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Merlin Capital's BURL Position: Q3 2022 in Review

Merlin Capital sold out of Burlington (BURL) in Q3 2022, closing a stake of 2,864 shares — an estimated $390K sold.

Merlin Capital first reported a position in BURL in Q4 2021 and held it in 3 quarters. The position peaked at $546K in Q4 2021. 368 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

  • Merlin Capital reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
  • Merlin Capital sold 2,864 Burlington shares in Q3 2022, an estimated $390K.
  • Merlin Capital first reported a position in Burlington in Q4 2021 and held it in 3 quarters.
  • Merlin Capital's Burlington position peaked at $546K in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on Merlin Capital's 13F filing for Q3 2022, filed 14 Nov 2022.