PAG
BURL icon

Private Advisor Group’s Burlington BURL Stock Holding History

Private Advisor Group’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
Q1 		– Sell
-739
Closed -$215K – 2112
2021
Q4 		$215K Sell
739
-1,939
-72% -$545K ﹤0.01% 1900
2021
Q3 		$759K Sell
2,678
-1,489
-36% -$476K ﹤0.01% 1328
2021
Q2 		$1.34M Buy
+4,167
New +$1.33M 0.01% 912
2020
Q3 		– Sell
-331
Closed -$65K – 1810
2020
Q2 		$65K Buy
+331
New +$62.3K ﹤0.01% 1946
2016
Q1 		– Sell
-26,820
Closed -$1.15M – 1043
2015
Q4 		$1.15M Sell
26,820
-2,901
-10% -$134K 0.06% 349
2015
Q3 		$1.52M Buy
29,721
+1,047
+4% +$55.9K 0.08% 269
2015
Q2 		$1.47M Buy
28,674
+7,132
+33% +$381K 0.07% 290
2015
Q1 		$1.28M Buy
+21,542
New +$1.16M 0.07% 295

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return