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Milestone Investment Advisors’s Burlington BURL Stock Holding History

Milestone Investment 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
Q4 		– Sell
-11
Closed -$1.49K – 171
2023
Q3 		$1.49K Buy
+11
New +$1.76K ﹤0.01% 406
2023
Q2 		– Sell
-11
Closed -$2.22K – 166
2023
Q1 		$2.22K Buy
+11
New +$2.4K ﹤0.01% 377

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Milestone Investment Advisors's BURL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Burlington (BURL) in Q4 2023, closing a stake of 11 shares — an estimated $1.49K sold.

Milestone Investment Advisors first reported a position in BURL in Q1 2023 and held it in 2 quarters. The position peaked at $2.22K in Q1 2023. 459 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 11 Burlington shares in Q4 2023, an estimated $1.49K.
  • Milestone Investment Advisors first reported a position in Burlington in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Burlington position peaked at $2.22K in Q1 2023.
  • 459 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.