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Sandy Spring Bank’s Burlington BURL Stock Holding History

Sandy Spring Bank’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
2023
Q4 		– Sell
-28
Closed -$3.79K – 1184
2023
Q3 		$3.79K Hold
28
– – ﹤0.01% 962
2023
Q2 		$4.41K Hold
28
– – ﹤0.01% 975
2023
Q1 		$5.66K Hold
28
– – ﹤0.01% 915
2022
Q4 		$5.68K Hold
28
– – ﹤0.01% 909
2022
Q3 		$3K Hold
28
– – ﹤0.01% 983
2022
Q2 		$4K Hold
28
– – ﹤0.01% 967
2022
Q1 		$5K Hold
28
– – ﹤0.01% 958
2021
Q4 		$8K Buy
+28
New +$7.87K ﹤0.01% 943
2019
Q2 		– Sell
-41
Closed -$6K – 828
2019
Q1 		$6K Buy
+41
New +$6.61K ﹤0.01% 703

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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 $153B AUM 38.14% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sandy Spring Bank's BURL Position: Q4 2023 in Review

Sandy Spring Bank sold out of Burlington (BURL) in Q4 2023, closing a stake of 28 shares — an estimated $3.79K sold.

Sandy Spring Bank first reported a position in BURL in Q1 2019 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 460 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

  • Sandy Spring Bank reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 28 Burlington shares in Q4 2023, an estimated $3.79K.
  • Sandy Spring Bank first reported a position in Burlington in Q1 2019 and held it in 9 quarters.
  • Sandy Spring Bank's Burlington position peaked at $8K in Q4 2021.
  • 460 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.