Sargent Bickham Lagudis’s Burlington BURL Stock Holding History

Sargent Bickham Lagudis’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 Q3	–	Sell	-15	Closed	-$2K	–	997
2022 Q2	$2K	Sell	15 -12	-44%	-$2.17K	﹤0.01%	901
2022 Q1	$5K	Hold	27	–	–	﹤0.01%	787
2021 Q4	$8K	Hold	27	–	–	﹤0.01%	740
2021 Q3	$8K	Hold	27	–	–	﹤0.01%	744
2021 Q2	$9K	Hold	27	–	–	﹤0.01%	723
2021 Q1	$8K	Hold	27	–	–	﹤0.01%	733
2020 Q4	$7K	Buy	+27	New	+$6.01K	﹤0.01%	695
2016 Q3	–	Sell	-45	Closed	-$3K	–	730
2016 Q2	$3K	Buy	+45	New	+$2.64K	﹤0.01%	640

Other funds holding BURL

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Sargent Bickham Lagudis's BURL Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Burlington (BURL) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

Sargent Bickham Lagudis first reported a position in BURL in Q2 2016 and held it in 8 quarters. The position peaked at $9K in Q2 2021. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

Sargent Bickham Lagudis reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 15 Burlington shares in Q3 2022, an estimated $2K.
Sargent Bickham Lagudis first reported a position in Burlington in Q2 2016 and held it in 8 quarters.
Sargent Bickham Lagudis's Burlington position peaked at $9K in Q2 2021.
369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.