Sphera Funds Management’s Burlington BURL Stock Holding History

Sphera Funds 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
2022 Q1	–	Sell	-41,501	Closed	-$12.1M	–	75
2021 Q4	$12.1M	Buy	+41,501	New	+$11.7M	1.33%	22
2021 Q1	–	Sell	-35,000	Closed	-$9.15M	–	178
2020 Q4	$9.15M	Hold	35,000	–	–	0.81%	36
2020 Q3	$7.21M	Buy	+35,000	New	+$6.82M	0.71%	42
2020 Q1	–	Sell	-19,500	Closed	-$4.45M	–	83
2019 Q4	$4.45M	Hold	19,500	–	–	0.37%	62
2019 Q3	$3.9M	Hold	19,500	–	–	0.6%	51
2019 Q2	$3.32M	Buy	+19,500	New	+$3.19M	0.45%	60
2016 Q4	–	Sell	-18,500	Closed	-$1.5M	–	111
2016 Q3	$1.5M	Buy	+18,500	New	+$1.43M	0.24%	84

Other funds holding BURL

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sphera Funds Management's BURL Position: Q1 2022 in Review

Sphera Funds Management sold out of Burlington (BURL) in Q1 2022, closing a stake of 41,501 shares — an estimated $12.1M sold.

Sphera Funds Management first reported a position in BURL in Q3 2016 and held it in 7 quarters. The position peaked at $12.1M in Q4 2021. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

Sphera Funds Management reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
Sphera Funds Management sold 41,501 Burlington shares in Q1 2022, an estimated $12.1M.
Sphera Funds Management first reported a position in Burlington in Q3 2016 and held it in 7 quarters.
Sphera Funds Management's Burlington position peaked at $12.1M in Q4 2021.
430 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Sphera Funds Management's 13F filing for Q1 2022, filed 16 May 2022.