Scout Investments’s Burlington BURL Stock Holding History

Scout Investments’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 Q1	–	Sell	-108,576	Closed	-$22M	–	207
2022 Q4	$22M	Sell	108,576 -24,873	-19%	-$3.97M	0.45%	78
2022 Q3	$14.9M	Buy	133,449 +23,409	+21%	+$3.41M	0.31%	107
2022 Q2	$15M	Sell	110,040 -214,474	-66%	-$38.8M	0.3%	107
2022 Q1	$59.1M	Buy	324,514 +217,411	+203%	+$47.6M	0.95%	27
2021 Q4	$31.2M	Buy	107,103 +87,866	+457%	+$24.7M	0.45%	73
2021 Q3	$5.46M	Sell	19,237 -24,244	-56%	-$7.75M	0.08%	243
2021 Q2	$14M	Buy	43,481 +2,065	+5%	+$657K	0.21%	152
2021 Q1	$12.4M	Buy	41,416 +4,932	+14%	+$1.34M	0.19%	178
2020 Q4	$9.54M	Sell	36,484 -647	-2%	-$144K	0.18%	207
2020 Q3	$7.65M	Buy	+37,131	New	+$7.23M	0.17%	201
2020 Q2	–	Sell	-33,714	Closed	-$5.34M	–	306
2020 Q1	$5.34M	Sell	33,714 -50,127	-60%	-$10.6M	0.16%	178
2019 Q4	$19.1M	Sell	83,841 -33,432	-29%	-$6.99M	0.37%	98
2019 Q3	$23.4M	Buy	+117,273	New	+$21.6M	0.47%	74
2019 Q2	–	Sell	-26,725	Closed	-$4.19M	–	269
2019 Q1	$4.19M	Sell	26,725 -162,218	-86%	-$26.2M	0.09%	194
2018 Q4	$30.7M	Buy	+188,943	New	+$30.5M	0.77%	36

Other funds holding BURL

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

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

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Scout Investments's BURL Position: Q1 2023 in Review

Scout Investments sold out of Burlington (BURL) in Q1 2023, closing a stake of 108,576 shares — an estimated $22M sold.

Scout Investments first reported a position in BURL in Q4 2018 and held it in 15 quarters. The position peaked at $59.1M in Q1 2022. 439 funds tracked by Wall St. Rank hold BURL as of Q1 2023.

Scout Investments reported no remaining Burlington position as of Q1 2023 after selling out during the quarter.
Scout Investments sold 108,576 Burlington shares in Q1 2023, an estimated $22M.
Scout Investments first reported a position in Burlington in Q4 2018 and held it in 15 quarters.
Scout Investments's Burlington position peaked at $59.1M in Q1 2022.
439 funds tracked by Wall St. Rank held Burlington as of Q1 2023.

Based on Scout Investments's 13F filing for Q1 2023, filed 11 May 2023.