TCWP’s Burlington BURL Stock Holding History

TCWP’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 Q2	–	Sell	-17	Closed	-$3K	–	493
2022 Q1	$3K	Buy	+17	New	+$3.73K	﹤0.01%	1174

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TCWP's BURL Position: Q2 2022 in Review

TCWP sold out of Burlington (BURL) in Q2 2022, closing a stake of 17 shares — an estimated $3K sold.

TCWP first reported a position in BURL in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 423 funds tracked by Wall St. Rank hold BURL as of Q2 2022.

TCWP reported no remaining Burlington position as of Q2 2022 after selling out during the quarter.
TCWP sold 17 Burlington shares in Q2 2022, an estimated $3K.
TCWP first reported a position in Burlington in Q1 2022 and held it in 1 quarter.
TCWP's Burlington position peaked at $3K in Q1 2022.
423 funds tracked by Wall St. Rank held Burlington as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.