RCAG
BURL icon

Rehmann Capital Advisory Group’s Burlington BURL Stock Holding History

Rehmann Capital Advisory 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
Q2 		– Sell
-1,706
Closed -$309K – 512
2022
Q1 		$309K Buy
1,706
+510
+43% +$112K 0.03% 400
2021
Q4 		$349K Sell
1,196
-293
-20% -$82.4K 0.03% 401
2021
Q3 		$422K Buy
1,489
+129
+9% +$41.2K 0.04% 359
2021
Q2 		$439K Buy
+1,360
New +$433K 0.04% 339
2019
Q3 		$82.1K Hold
411
– – 0.01% 500
2019
Q2 		$69.9K Buy
411
+4
+1% +$654 0.01% 718
2019
Q1 		$63.8K Sell
407
-124
-23% -$20K 0.01% 733
2018
Q4 		$86.4K Sell
531
-7
-1% -$1.13K 0.01% 439
2018
Q3 		$87.7K Hold
538
– – 0.01% 614
2018
Q2 		$81K Buy
538
+1
+0.2% +$142 0.01% 618
2018
Q1 		$72K Buy
+537
New +$66.3K 0.01% 647

Other funds holding BURL

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return