TCOV
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Trust Company of Vermont’s Burlington BURL Stock Holding History

Trust Company of Vermont’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
-49
Closed -$5K – 887
2022
Q3 		$5K Hold
49
– – ﹤0.01% 824
2022
Q2 		$7K Buy
+49
New +$8.87K ﹤0.01% 737

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trust Company of Vermont's BURL Position: Q4 2022 in Review

Trust Company of Vermont sold out of Burlington (BURL) in Q4 2022, closing a stake of 49 shares — an estimated $5K sold.

Trust Company of Vermont first reported a position in BURL in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 428 funds tracked by Wall St. Rank hold BURL as of Q4 2022.

  • Trust Company of Vermont reported no remaining Burlington position as of Q4 2022 after selling out during the quarter.
  • Trust Company of Vermont sold 49 Burlington shares in Q4 2022, an estimated $5K.
  • Trust Company of Vermont first reported a position in Burlington in Q2 2022 and held it in 2 quarters.
  • Trust Company of Vermont's Burlington position peaked at $7K in Q2 2022.
  • 428 funds tracked by Wall St. Rank held Burlington as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.