SFG
BURL icon

Steward Financial Group’s Burlington BURL Stock Holding History

Steward Financial Group’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
Q3 		$4K Buy
+31
New +$4.97K ﹤0.01% 689
2022
Q3 		– Sell
-11
Closed -$1K – 252
2022
Q2 		$1K Buy
+11
New +$1.99K ﹤0.01% 680

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's BURL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Burlington (BURL) in Q3 2023: 31 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BURL as recently as Q2 2022.

Steward Financial Group first reported a position in BURL in Q2 2022 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

  • Steward Financial Group held 31 shares of Burlington worth $4K as of Q3 2023.
  • Burlington was a new Steward Financial Group position in Q3 2023.
  • Burlington made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #689 holding.
  • Steward Financial Group first reported a position in Burlington in Q2 2022 and has held it in 2 quarters since.
  • 413 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.