Simplicity Wealth’s Burlington BURL Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-2,001	Closed	-$480K	–	578
2024 Q2	$480K	Buy	2,001 +101	+5%	+$20.8K	0.01%	777
2024 Q1	$441K	Buy	+1,900	New	+$388K	0.01%	784

Other funds holding BURL

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's BURL Position: Q3 2024 in Review

Simplicity Wealth sold out of Burlington (BURL) in Q3 2024, closing a stake of 2,001 shares — an estimated $480K sold.

Simplicity Wealth first reported a position in BURL in Q1 2024 and held it in 2 quarters. The position peaked at $480K in Q2 2024. 574 funds tracked by Wall St. Rank hold BURL as of Q3 2024.

Simplicity Wealth reported no remaining Burlington position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 2,001 Burlington shares in Q3 2024, an estimated $480K.
Simplicity Wealth first reported a position in Burlington in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Burlington position peaked at $480K in Q2 2024.
574 funds tracked by Wall St. Rank held Burlington as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.