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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Optimum Investment Advisors's BURL Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Burlington (BURL) in Q4 2022, closing a stake of 150 shares — an estimated $17K sold.

Optimum Investment Advisors first reported a position in BURL in Q2 2018 and held it in 18 quarters. The position peaked at $80K in Q4 2019. 427 funds tracked by Wall St. Rank hold BURL as of Q4 2022.

Optimum Investment Advisors reported no remaining Burlington position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 150 Burlington shares in Q4 2022, an estimated $17K.
Optimum Investment Advisors first reported a position in Burlington in Q2 2018 and held it in 18 quarters.
Optimum Investment Advisors's Burlington position peaked at $80K in Q4 2019.
427 funds tracked by Wall St. Rank held Burlington as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.