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Pinnacle Financial Partners (Tennessee)’s Burlington BURL Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-145
Closed -$33.7K – 521
2024
Q2 		$33.7K Hold
145
– – ﹤0.01% 494
2024
Q1 		$33.7K Hold
145
– – ﹤0.01% 489
2023
Q4 		$28.2K Hold
145
– – ﹤0.01% 478
2023
Q3 		$19.6K Hold
145
– – ﹤0.01% 467
2023
Q2 		$22.8K Hold
145
– – ﹤0.01% 474
2023
Q1 		$29.3K Hold
145
– – ﹤0.01% 458
2022
Q4 		$29.4K Hold
145
– – ﹤0.01% 445
2022
Q3 		$16K Buy
+145
New +$21.1K ﹤0.01% 459

Other funds holding BURL

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s BURL Position: Q3 2024 in Review

Pinnacle Financial Partners (Tennessee) sold out of Burlington (BURL) in Q3 2024, closing a stake of 145 shares — an estimated $33.7K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in BURL in Q3 2022 and held it in 8 quarters. The position peaked at $33.7K in Q2 2024. 574 funds tracked by Wall St. Rank hold BURL as of Q3 2024.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Burlington position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 145 Burlington shares in Q3 2024, an estimated $33.7K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Burlington in Q3 2022 and held it in 8 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Burlington position peaked at $33.7K in Q2 2024.
  • 574 funds tracked by Wall St. Rank held Burlington as of Q3 2024.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2024, filed 5 Nov 2024.