Reilly Financial Advisors’s Burlington BURL Stock Holding History

Reilly Financial 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
2021 Q4	$1K	Buy	+2	New	+$562	﹤0.01%	1043
2021 Q3	–	Sell	-67	Closed	-$22K	–	928
2021 Q2	$22K	Hold	67	–	–	﹤0.01%	534
2021 Q1	$20K	Hold	67	–	–	﹤0.01%	535
2020 Q4	$18K	Hold	67	–	–	﹤0.01%	512
2020 Q3	$14K	Hold	67	–	–	﹤0.01%	505
2020 Q2	$13K	Hold	67	–	–	﹤0.01%	522
2020 Q1	$11K	Hold	67	–	–	﹤0.01%	535
2019 Q4	$15K	Hold	67	–	–	﹤0.01%	557
2019 Q3	$13K	Hold	67	–	–	﹤0.01%	586
2019 Q2	$11K	Hold	67	–	–	﹤0.01%	645
2019 Q1	$10K	Hold	67	–	–	﹤0.01%	679
2018 Q4	$11K	Hold	67	–	–	﹤0.01%	620
2018 Q3	$11K	Hold	67	–	–	﹤0.01%	663
2018 Q2	$10K	Hold	67	–	–	﹤0.01%	658
2018 Q1	$9K	Hold	67	–	–	﹤0.01%	664
2017 Q4	$8K	Hold	67	–	–	﹤0.01%	691
2017 Q3	$6K	Hold	67	–	–	﹤0.01%	716
2017 Q2	$6K	Hold	67	–	–	﹤0.01%	735
2017 Q1	$7K	Buy	+67	New	+$5.93K	﹤0.01%	665
2016 Q3	–	Sell	-46	Closed	-$3K	–	839
2016 Q2	$3K	Buy	+46	New	+$2.7K	﹤0.01%	671

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Reilly Financial Advisors's BURL Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Burlington (BURL) in Q4 2021: 2 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in BURL as recently as Q2 2021.

Reilly Financial Advisors first reported a position in BURL in Q2 2016 and has held it in 20 quarters since. The position peaked at $22K in Q2 2021. 492 funds tracked by Wall St. Rank hold BURL as of Q4 2021.

Reilly Financial Advisors held 2 shares of Burlington worth $1K as of Q4 2021.
Burlington was a new Reilly Financial Advisors position in Q4 2021.
Burlington made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1043 holding.
Reilly Financial Advisors first reported a position in Burlington in Q2 2016 and has held it in 20 quarters since.
Reilly Financial Advisors's Burlington position peaked at $22K in Q2 2021.
492 funds tracked by Wall St. Rank held Burlington as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.