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Simplicity Solutions’s Burlington BURL Stock Holding History

Simplicity Solutions’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
Q4 		$316K Buy
+1,624
New +$242K 0.01% 825

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Solutions's BURL Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Burlington (BURL) in Q4 2023: 1,624 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #825 among its holdings.

459 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

  • Simplicity Solutions held 1,624 shares of Burlington worth $316K as of Q4 2023.
  • Burlington was a new Simplicity Solutions position in Q4 2023.
  • Burlington made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #825 holding.
  • 459 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.