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Next Financial Group’s Burlington BURL Stock Holding History

Next Financial Group’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
Q4 		$452K Buy
1,551
+614
+66% +$173K 0.03% 589
2021
Q3 		$266K Buy
937
+6
+0.6% +$1.92K 0.02% 714
2021
Q2 		$300K Buy
931
+3
+0.3% +$955 0.02% 679
2021
Q1 		$277K Buy
928
+46
+5% +$12.5K 0.02% 659
2020
Q4 		$231K Sell
882
-17
-2% -$3.79K 0.02% 662
2020
Q3 		$185K Buy
+899
New +$175K 0.02% 652
2020
Q2 		– Sell
-985
Closed -$156K – 772
2020
Q1 		$156K Sell
985
-192
-16% -$40.4K 0.02% 621
2019
Q4 		$268K Sell
1,177
-21
-2% -$4.39K 0.03% 580
2019
Q3 		$240K Sell
1,198
-205
-15% -$37.7K 0.03% 595
2019
Q2 		$239K Buy
1,403
+73
+5% +$11.9K 0.03% 596
2019
Q1 		$208K Buy
1,330
+1,193
+871% +$192K 0.05% 348
2018
Q4 		$22K Buy
137
+37
+37% +$5.97K ﹤0.01% 1054
2018
Q3 		$16K Buy
+100
New +$16K 0.01% 848
2017
Q4 		– Sell
-100
Closed -$9K – 399
2017
Q3 		$9K Sell
100
-125
-56% -$11K ﹤0.01% 1242
2017
Q2 		$21K Hold
225
– – 0.01% 1051
2017
Q1 		$22K Hold
225
– – 0.01% 1011
2016
Q4 		$19K Buy
+225
New +$18.2K ﹤0.01% 1380

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Next Financial Group's BURL Position: Q4 2021 in Review

Next Financial Group increased its Burlington (BURL) stake by 66% in Q4 2021, buying an estimated $173K and bringing the position to 1,551 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #589.

Next Financial Group first reported a position in BURL in Q4 2016 and has held it in 17 quarters since. 491 funds tracked by Wall St. Rank hold BURL as of Q4 2021.

  • Next Financial Group held 1,551 shares of Burlington worth $452K as of Q4 2021.
  • Next Financial Group bought 614 Burlington shares in Q4 2021, an estimated $173K.
  • Burlington made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #589 holding.
  • Next Financial Group first reported a position in Burlington in Q4 2016 and has held it in 17 quarters since.
  • 491 funds tracked by Wall St. Rank held Burlington as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.