RJFSA
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Raymond James Financial Services Advisors’s Burlington BURL Stock Holding History

Raymond James Financial Services Advisors’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 		$263K Buy
+998
New +$258K ﹤0.01% 3019
2023
Q1 		– Sell
-1,151
Closed -$233K – 3273
2022
Q4 		$233K Buy
+1,151
New +$184K ﹤0.01% 2765
2022
Q2 		– Sell
-1,320
Closed -$240K – 3279
2022
Q1 		$240K Sell
1,320
-1,044
-44% -$229K ﹤0.01% 2868
2021
Q4 		$689K Buy
2,364
+12
+0.5% +$3.37K ﹤0.01% 2186
2021
Q3 		$667K Buy
2,352
+969
+70% +$310K ﹤0.01% 2189
2021
Q2 		$445K Buy
1,383
+93
+7% +$29.6K ﹤0.01% 2445
2021
Q1 		$385K Buy
1,290
+138
+12% +$37.5K ﹤0.01% 2468
2020
Q4 		$301K Sell
1,152
-12
-1% -$2.67K ﹤0.01% 2459
2020
Q3 		$240K Sell
1,164
-14,862
-93% -$2.89M ﹤0.01% 2418
2020
Q2 		$3.16M Buy
16,026
+916
+6% +$173K 0.01% 910
2020
Q1 		$2.39M Sell
15,110
-1,586
-9% -$334K 0.01% 808
2019
Q4 		$3.81M Buy
16,696
+10,466
+168% +$2.19M 0.01% 834
2019
Q3 		$1.25M Sell
6,230
-312
-5% -$57.4K ﹤0.01% 1348
2019
Q2 		$1.11M Sell
6,542
-1,177
-15% -$192K ﹤0.01% 1435
2019
Q1 		$1.21M Sell
7,719
-676
-8% -$109K 0.01% 1348
2018
Q4 		$1.37M Sell
8,395
-216
-3% -$34.9K 0.01% 1108
2018
Q3 		$1.4M Buy
8,611
+1,637
+23% +$261K 0.01% 1263
2018
Q2 		$1.05M Buy
+6,974
New +$993K 0.01% 1393

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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 $3.37T 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
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

Raymond James Financial Services Advisors's BURL Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Burlington (BURL) in Q3 2024: 998 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #3019 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in BURL as recently as Q4 2022.

Raymond James Financial Services Advisors first reported a position in BURL in Q2 2018 and has held it in 18 quarters since. The position peaked at $3.81M in Q4 2019. 574 funds tracked by Wall St. Rank hold BURL as of Q3 2024.

  • Raymond James Financial Services Advisors held 998 shares of Burlington worth $263K as of Q3 2024.
  • Burlington was a new Raymond James Financial Services Advisors position in Q3 2024.
  • Burlington made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3019 holding.
  • Raymond James Financial Services Advisors first reported a position in Burlington in Q2 2018 and has held it in 18 quarters since.
  • Raymond James Financial Services Advisors's Burlington position peaked at $3.81M in Q4 2019.
  • 574 funds tracked by Wall St. Rank held Burlington as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.