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Psagot Value Holdings’s Burlington BURL Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-800
Closed -$158K – 197
2023
Q4 		$158K Buy
+800
New +$119K 0.07% 182
2023
Q3 		– Sell
-6
Closed -$1K – 518
2023
Q2 		$1K Buy
+6
New +$1.03K ﹤0.01% 494
2021
Q4 		– Sell
-1,620
Closed -$459K – 380
2021
Q3 		$459K Buy
+1,620
New +$518K 0.08% 183

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Psagot Value Holdings's BURL Position: Q1 2024 in Review

Psagot Value Holdings sold out of Burlington (BURL) in Q1 2024, closing a stake of 800 shares — an estimated $158K sold.

Psagot Value Holdings first reported a position in BURL in Q3 2021 and held it in 3 quarters. The position peaked at $459K in Q3 2021. 471 funds tracked by Wall St. Rank hold BURL as of Q1 2024.

  • Psagot Value Holdings reported no remaining Burlington position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 800 Burlington shares in Q1 2024, an estimated $158K.
  • Psagot Value Holdings first reported a position in Burlington in Q3 2021 and held it in 3 quarters.
  • Psagot Value Holdings's Burlington position peaked at $459K in Q3 2021.
  • 471 funds tracked by Wall St. Rank held Burlington as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.