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Sendero Wealth Management’s Burlington BURL Stock Holding History

Sendero Wealth Management’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
Q2 		– Sell
-7,938
Closed -$1.6M – 151
2023
Q1 		$1.6M Buy
7,938
+655
+9% +$143K 0.49% 50
2022
Q4 		$1.48M Buy
7,283
+5,109
+235% +$816K 0.53% 41
2022
Q3 		$243K Buy
+2,174
New +$317K 0.1% 85

Other funds holding BURL

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sendero Wealth Management's BURL Position: Q2 2023 in Review

Sendero Wealth Management sold out of Burlington (BURL) in Q2 2023, closing a stake of 7,938 shares — an estimated $1.6M sold.

Sendero Wealth Management first reported a position in BURL in Q3 2022 and held it in 3 quarters. The position peaked at $1.6M in Q1 2023. 426 funds tracked by Wall St. Rank hold BURL as of Q2 2023.

  • Sendero Wealth Management reported no remaining Burlington position as of Q2 2023 after selling out during the quarter.
  • Sendero Wealth Management sold 7,938 Burlington shares in Q2 2023, an estimated $1.6M.
  • Sendero Wealth Management first reported a position in Burlington in Q3 2022 and held it in 3 quarters.
  • Sendero Wealth Management's Burlington position peaked at $1.6M in Q1 2023.
  • 426 funds tracked by Wall St. Rank held Burlington as of Q2 2023.

Based on Sendero Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.