Operose Advisors’s Burlington BURL Stock Holding History

Operose 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	-624	Closed	-$84.4K	–	625
2023 Q3	$84.4K	Buy	+624	New	+$100K	0.03%	230

Other funds holding BURL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Operose Advisors's BURL Position: Q4 2023 in Review

Operose Advisors sold out of Burlington (BURL) in Q4 2023, closing a stake of 624 shares — an estimated $84.4K sold.

Operose Advisors first reported a position in BURL in Q3 2023 and held it in 1 quarter. The position peaked at $84.4K in Q3 2023. 459 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

Operose Advisors reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 624 Burlington shares in Q4 2023, an estimated $84.4K.
Operose Advisors first reported a position in Burlington in Q3 2023 and held it in 1 quarter.
Operose Advisors's Burlington position peaked at $84.4K in Q3 2023.
459 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.