Security National Trust’s Burlington BURL Stock Holding History

Security National Trust’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
2020 Q2	–	Sell	-19	Closed	-$3K	–	418
2020 Q1	$3K	Buy	+19	New	+$4K	﹤0.01%	425

Other funds holding BURL

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Security National Trust's BURL Position: Q2 2020 in Review

Security National Trust sold out of Burlington (BURL) in Q2 2020, closing a stake of 19 shares — an estimated $3K sold.

Security National Trust first reported a position in BURL in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 436 funds tracked by Wall St. Rank hold BURL as of Q2 2020.

Security National Trust reported no remaining Burlington position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 19 Burlington shares in Q2 2020, an estimated $3K.
Security National Trust first reported a position in Burlington in Q1 2020 and held it in 1 quarter.
Security National Trust's Burlington position peaked at $3K in Q1 2020.
436 funds tracked by Wall St. Rank held Burlington as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.