Ray Dalio’s Burlington BURL Stock Holding History

Ray Dalio’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 Q3	–	Sell	-4,725	Closed	-$644K	–	890
2022 Q2	$644K	Buy	4,725 +1,051	+29%	+$190K	﹤0.01%	867
2022 Q1	$669K	Buy	+3,674	New	+$805K	﹤0.01%	859
2021 Q4	–	Sell	-1,166	Closed	-$331K	–	745
2021 Q3	$331K	Buy	+1,166	New	+$373K	﹤0.01%	631

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ray Dalio's BURL Position: Q3 2022 in Review

Ray Dalio sold out of Burlington (BURL) in Q3 2022, closing a stake of 4,725 shares — an estimated $644K sold.

Ray Dalio first reported a position in BURL in Q3 2021 and held it in 3 quarters. The position peaked at $669K in Q1 2022. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

Ray Dalio reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
Ray Dalio sold 4,725 Burlington shares in Q3 2022, an estimated $644K.
Ray Dalio first reported a position in Burlington in Q3 2021 and held it in 3 quarters.
Ray Dalio's Burlington position peaked at $669K in Q1 2022.
369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on Bridgewater Associates's 13F filing for Q3 2022, filed 10 Nov 2022.