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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

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

Fidelity Investments

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return