SFS
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Sowell Financial Services’s Burlington BURL Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-116
Closed -$38K – 834
2021
Q1 		$38K Sell
116
-431
-79% -$117K ﹤0.01% 1769
2020
Q4 		$143K Sell
547
-246
-31% -$54.8K 0.01% 998
2020
Q3 		$163K Buy
793
+437
+123% +$85.1K 0.01% 799
2020
Q2 		$70K Buy
356
+31
+10% +$5.84K ﹤0.01% 1076
2020
Q1 		$51K Sell
325
-10
-3% -$2.1K ﹤0.01% 1051
2019
Q4 		$76K Buy
335
+215
+179% +$44.9K 0.01% 990
2019
Q3 		$24K Buy
+120
New +$22.1K ﹤0.01% 1214

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's BURL Position: Q2 2021 in Review

Sowell Financial Services sold out of Burlington (BURL) in Q2 2021, closing a stake of 116 shares — an estimated $38K sold.

Sowell Financial Services first reported a position in BURL in Q3 2019 and held it in 7 quarters. The position peaked at $163K in Q3 2020. 491 funds tracked by Wall St. Rank hold BURL as of Q2 2021.

  • Sowell Financial Services reported no remaining Burlington position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 116 Burlington shares in Q2 2021, an estimated $38K.
  • Sowell Financial Services first reported a position in Burlington in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Burlington position peaked at $163K in Q3 2020.
  • 491 funds tracked by Wall St. Rank held Burlington as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.