NuWave Investment Management’s Burlington BURL Stock Holding History

NuWave Investment Management’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	$411K	Buy	3,677 +1,882	+105%	+$274K	0.47%	76
2022 Q2	$245K	Sell	1,795 -724	-29%	-$131K	0.33%	111
2022 Q1	$459K	Buy	+2,519	New	+$552K	0.62%	50
2021 Q3	–	Sell	-227	Closed	-$73K	–	308
2021 Q2	$73K	Buy	+227	New	+$72.3K	0.08%	237
2020 Q4	–	Sell	-6	Closed	-$1K	–	356
2020 Q3	$1K	Buy	+6	New	+$1.17K	﹤0.01%	458

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NuWave Investment Management's BURL Position: Q3 2022 in Review

NuWave Investment Management increased its Burlington (BURL) stake by 105% in Q3 2022, buying an estimated $274K and bringing the position to 3,677 shares worth $411K. The position accounts for 0.47% of the portfolio, ranked #76.

NuWave Investment Management first reported a position in BURL in Q3 2020 and has held it in 5 quarters since. The position peaked at $459K in Q1 2022. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

NuWave Investment Management held 3,677 shares of Burlington worth $411K as of Q3 2022.
NuWave Investment Management bought 1,882 Burlington shares in Q3 2022, an estimated $274K.
Burlington made up 0.47% of NuWave Investment Management's portfolio in Q3 2022, its #76 holding.
NuWave Investment Management first reported a position in Burlington in Q3 2020 and has held it in 5 quarters since.
NuWave Investment Management's Burlington position peaked at $459K in Q1 2022.
369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.