Standard Family Office’s Burlington BURL Stock Holding History

Standard Family Office’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 Q4	–	Sell	-241	Closed	-$27K	–	66
2022 Q3	$27K	Buy	+241	New	+$35.1K	0.01%	179
2021 Q3	–	Sell	-410	Closed	-$132K	–	129
2021 Q2	$132K	Hold	410	–	–	0.03%	188
2021 Q1	$123K	Hold	410	–	–	0.03%	173
2020 Q4	$107K	Buy	+410	New	+$91.3K	0.03%	195

Other funds holding BURL

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Standard Family Office's BURL Position: Q4 2022 in Review

Standard Family Office sold out of Burlington (BURL) in Q4 2022, closing a stake of 241 shares — an estimated $27K sold.

Standard Family Office first reported a position in BURL in Q4 2020 and held it in 4 quarters. The position peaked at $132K in Q2 2021. 427 funds tracked by Wall St. Rank hold BURL as of Q4 2022.

Standard Family Office reported no remaining Burlington position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 241 Burlington shares in Q4 2022, an estimated $27K.
Standard Family Office first reported a position in Burlington in Q4 2020 and held it in 4 quarters.
Standard Family Office's Burlington position peaked at $132K in Q2 2021.
427 funds tracked by Wall St. Rank held Burlington as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.