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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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return