Salem Investment Counselors’s Burlington BURL Stock Holding History

Salem Investment Counselors’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	-122	Closed	-$23.7K	–	1184
2023 Q4	$23.7K	Hold	122	–	–	﹤0.01%	672
2023 Q3	$16.5K	Hold	122	–	–	﹤0.01%	704
2023 Q2	$19.2K	Hold	122	–	–	﹤0.01%	699
2023 Q1	$24.7K	Hold	122	–	–	﹤0.01%	651
2022 Q4	$24.7K	Hold	122	–	–	﹤0.01%	629
2022 Q3	$14K	Sell	122 -71	-37%	-$10.3K	﹤0.01%	689
2022 Q2	$26K	Buy	193 +71	+58%	+$12.9K	﹤0.01%	615
2022 Q1	$22K	Hold	122	–	–	﹤0.01%	633
2021 Q4	$36K	Hold	122	–	–	﹤0.01%	611
2021 Q3	$35K	Hold	122	–	–	﹤0.01%	553
2021 Q2	$39K	Hold	122	–	–	﹤0.01%	520
2021 Q1	$36K	Hold	122	–	–	﹤0.01%	494
2020 Q4	$32K	Hold	122	–	–	﹤0.01%	513
2020 Q3	$25K	Hold	122	–	–	﹤0.01%	463
2020 Q2	$24K	Hold	122	–	–	﹤0.01%	467
2020 Q1	$19K	Hold	122	–	–	﹤0.01%	455
2019 Q4	$28K	Buy	+122	New	+$25.5K	﹤0.01%	450

Other funds holding BURL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Salem Investment Counselors's BURL Position: Q1 2024 in Review

Salem Investment Counselors sold out of Burlington (BURL) in Q1 2024, closing a stake of 122 shares — an estimated $23.7K sold.

Salem Investment Counselors first reported a position in BURL in Q4 2019 and held it in 17 quarters. The position peaked at $39K in Q2 2021. 471 funds tracked by Wall St. Rank hold BURL as of Q1 2024.

Salem Investment Counselors reported no remaining Burlington position as of Q1 2024 after selling out during the quarter.
Salem Investment Counselors sold 122 Burlington shares in Q1 2024, an estimated $23.7K.
Salem Investment Counselors first reported a position in Burlington in Q4 2019 and held it in 17 quarters.
Salem Investment Counselors's Burlington position peaked at $39K in Q2 2021.
471 funds tracked by Wall St. Rank held Burlington as of Q1 2024.

Based on Salem Investment Counselors's 13F filing for Q1 2024, filed 11 Apr 2024.