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TD Ameritrade Investment Management’s Burlington BURL Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-8
Closed -$1K – 62
2023
Q2 		$1K Sell
8
-11
-58% -$1.89K ﹤0.01% 494
2023
Q1 		$4K Buy
19
+1
+6% +$219 ﹤0.01% 431
2022
Q4 		$4K Sell
18
-38
-68% -$6.07K ﹤0.01% 438
2022
Q3 		$6K Sell
56
-3
-5% -$437 ﹤0.01% 411
2022
Q2 		$8K Sell
59
-32
-35% -$5.79K ﹤0.01% 444
2022
Q1 		$17K Buy
91
+3
+3% +$657 ﹤0.01% 431
2021
Q4 		$26K Buy
88
+78
+780% +$21.9K ﹤0.01% 391
2021
Q3 		$2K Sell
10
-21
-68% -$6.71K ﹤0.01% 572
2021
Q2 		$10K Buy
31
+19
+158% +$6.05K ﹤0.01% 460
2021
Q1 		$3K Hold
12
– – ﹤0.01% 555
2020
Q4 		$3K Buy
12
+2
+20% +$446 ﹤0.01% 555
2020
Q3 		$2K Buy
+10
New +$1.95K ﹤0.01% 572
2019
Q2 		– Sell
-253
Closed -$40K – 640
2019
Q1 		$40K Buy
+253
New +$40.8K ﹤0.01% 260

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

TD Ameritrade Investment Management's BURL Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Burlington (BURL) in Q3 2023, closing a stake of 8 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in BURL in Q1 2019 and held it in 13 quarters. The position peaked at $40K in Q1 2019. 414 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 8 Burlington shares in Q3 2023, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in Burlington in Q1 2019 and held it in 13 quarters.
  • TD Ameritrade Investment Management's Burlington position peaked at $40K in Q1 2019.
  • 414 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.