Perpetual Ltd’s Burlington BURL Stock Holding History

Perpetual Ltd’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
2024 Q3	–	Sell	-2,539	Closed	-$609K	–	424
2024 Q2	$609K	Buy	+2,539	New	+$522K	0.01%	316

Other funds holding BURL

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

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perpetual Ltd's BURL Position: Q3 2024 in Review

Perpetual Ltd sold out of Burlington (BURL) in Q3 2024, closing a stake of 2,539 shares — an estimated $609K sold.

Perpetual Ltd first reported a position in BURL in Q2 2024 and held it in 1 quarter. The position peaked at $609K in Q2 2024. 574 funds tracked by Wall St. Rank hold BURL as of Q3 2024.

Perpetual Ltd reported no remaining Burlington position as of Q3 2024 after selling out during the quarter.
Perpetual Ltd sold 2,539 Burlington shares in Q3 2024, an estimated $609K.
Perpetual Ltd first reported a position in Burlington in Q2 2024 and held it in 1 quarter.
Perpetual Ltd's Burlington position peaked at $609K in Q2 2024.
574 funds tracked by Wall St. Rank held Burlington as of Q3 2024.

Based on Perpetual Ltd's 13F filing for Q3 2024, filed 9 Oct 2024.