Surevest’s Burlington BURL Stock Holding History

Surevest’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	-10	Closed	-$3K	–	527
2021 Q4	$3K	Buy	+10	New	+$2.81K	﹤0.01%	357

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

Surevest's BURL Position: Q1 2022 in Review

Surevest sold out of Burlington (BURL) in Q1 2022, closing a stake of 10 shares — an estimated $3K sold.

Surevest first reported a position in BURL in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

Surevest reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
Surevest sold 10 Burlington shares in Q1 2022, an estimated $3K.
Surevest first reported a position in Burlington in Q4 2021 and held it in 1 quarter.
Surevest's Burlington position peaked at $3K in Q4 2021.
430 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Surevest's 13F filing for Q1 2022, filed 16 May 2022.