Sound Income Strategies’s Burlington BURL Stock Holding History

Sound Income Strategies’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	-1	Closed	-$203	–	1066
2022 Q4	$203	Hold	1	–	–	﹤0.01%	956
2022 Q3	$0	Hold	1	–	–	﹤0.01%	888
2022 Q2	$0	Hold	1	–	–	﹤0.01%	891
2022 Q1	$0	Buy	+1	New	+$219	﹤0.01%	878
2021 Q3	–	Sell	-2	Closed	-$1K	–	834
2021 Q2	$1K	Hold	2	–	–	﹤0.01%	769
2021 Q1	$598	Hold	2	–	–	﹤0.01%	876
2020 Q4	$1K	Hold	2	–	–	﹤0.01%	761
2020 Q3	$0	Hold	2	–	–	﹤0.01%	844
2020 Q2	$0	Hold	2	–	–	﹤0.01%	785
2020 Q1	$0	Hold	2	–	–	﹤0.01%	765
2019 Q4	$0	Hold	2	–	–	﹤0.01%	706
2019 Q3	$0	Hold	2	–	–	﹤0.01%	674
2019 Q2	$0	Hold	2	–	–	﹤0.01%	672
2019 Q1	$0	Hold	2	–	–	﹤0.01%	680
2018 Q4	$0	Hold	2	–	–	﹤0.01%	680
2018 Q3	$0	Hold	2	–	–	﹤0.01%	702
2018 Q2	$0	Hold	2	–	–	﹤0.01%	629
2018 Q1	$0	Hold	2	–	–	﹤0.01%	598
2017 Q4	$0	Buy	+2	New	+$204	﹤0.01%	514

Other funds holding BURL

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sound Income Strategies's BURL Position: Q1 2023 in Review

Sound Income Strategies sold out of Burlington (BURL) in Q1 2023, closing a stake of 1 share — an estimated $203 sold.

Sound Income Strategies first reported a position in BURL in Q4 2017 and held it in 19 quarters. The position peaked at $1K in Q2 2021. 439 funds tracked by Wall St. Rank hold BURL as of Q1 2023.

Sound Income Strategies reported no remaining Burlington position as of Q1 2023 after selling out during the quarter.
Sound Income Strategies sold 1 Burlington share in Q1 2023, an estimated $203.
Sound Income Strategies first reported a position in Burlington in Q4 2017 and held it in 19 quarters.
Sound Income Strategies's Burlington position peaked at $1K in Q2 2021.
439 funds tracked by Wall St. Rank held Burlington as of Q1 2023.

Based on Sound Income Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.