MOS
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MGO One Seven’s Burlington BURL Stock Holding History

MGO One Seven’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
-2,527
Closed -$344K – 721
2022
Q2 		$344K Sell
2,527
-141
-5% -$25.5K 0.05% 418
2022
Q1 		$486K Sell
2,668
-144
-5% -$31.6K 0.05% 374
2021
Q4 		$820K Buy
2,812
+73
+3% +$20.5K 0.09% 260
2021
Q3 		$757K Sell
2,739
-116
-4% -$37.1K 0.1% 259
2021
Q2 		$919K Sell
2,855
-63
-2% -$20.1K 0.13% 197
2021
Q1 		$871K Sell
2,918
-52
-2% -$14.1K 0.15% 173
2020
Q4 		$777K Sell
2,970
-146
-5% -$32.5K 0.16% 166
2020
Q3 		$642K Sell
3,116
-43
-1% -$8.38K 0.15% 173
2020
Q2 		$622K Sell
3,159
-248
-7% -$46.7K 0.16% 173
2020
Q1 		$539K Sell
3,407
-334
-9% -$70.3K 0.18% 157
2019
Q4 		$853K Sell
3,741
-426
-10% -$89K 0.22% 119
2019
Q3 		$833K Buy
4,167
+134
+3% +$24.6K 0.24% 113
2019
Q2 		$686K Buy
4,033
+501
+14% +$81.9K 0.22% 132
2019
Q1 		$553K Buy
3,532
+1,509
+75% +$243K 0.18% 167
2018
Q4 		$329K Sell
2,023
-222
-10% -$35.8K 0.14% 161
2018
Q3 		$365K Buy
+2,245
New +$358K 0.17% 169
2018
Q1 		$326K Buy
2,445
+106
+5% +$13.1K 0.15% 164
2017
Q4 		$288K Buy
+2,339
New +$238K 0.13% 183

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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return