Optimum Investment Advisors’s Burlington BURL Stock Holding History

Optimum 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
2022 Q4	–	Sell	-150	Closed	-$17K	–	772
2022 Q3	$17K	Hold	150	–	–	0.01%	518
2022 Q2	$20K	Hold	150	–	–	0.01%	515
2022 Q1	$27K	Hold	150	–	–	0.01%	531
2021 Q4	$44K	Hold	150	–	–	0.02%	484
2021 Q3	$43K	Hold	150	–	–	0.02%	476
2021 Q2	$48K	Hold	150	–	–	0.02%	515
2021 Q1	$45K	Hold	150	–	–	0.01%	525
2020 Q4	$39K	Hold	150	–	–	0.01%	519
2020 Q3	$31K	Hold	150	–	–	0.01%	522
2020 Q2	$30K	Hold	150	–	–	0.01%	529
2020 Q1	$24K	Sell	150 -200	-57%	-$42.1K	0.01%	540
2019 Q4	$80K	Hold	350	–	–	0.02%	428
2019 Q3	$70K	Hold	350	–	–	0.02%	443
2019 Q2	$60K	Hold	350	–	–	0.02%	470
2019 Q1	$55K	Hold	350	–	–	0.02%	488
2018 Q4	$57K	Hold	350	–	–	0.02%	446
2018 Q3	$57K	Buy	350 +200	+133%	+$31.9K	0.02%	508
2018 Q2	$23K	Buy	+150	New	+$21.4K	0.01%	699

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

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments

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