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Tucker Asset Management’s Burlington BURL Stock Holding History

Tucker Asset 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
Q4 		– Sell
-1
Closed -$135 – 1481
2023
Q3 		$135 Hold
1
– – ﹤0.01% 1314
2023
Q2 		$157 Hold
1
– – ﹤0.01% 1088
2023
Q1 		$202 Hold
1
– – ﹤0.01% 1102
2022
Q4 		$206 Hold
1
– – ﹤0.01% 756
2022
Q3 		$143 Buy
+1
New +$146 ﹤0.01% 811

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tucker Asset Management's BURL Position: Q4 2023 in Review

Tucker Asset Management sold out of Burlington (BURL) in Q4 2023, closing a stake of 1 share — an estimated $135 sold.

Tucker Asset Management first reported a position in BURL in Q3 2022 and held it in 5 quarters. The position peaked at $206 in Q4 2022. 460 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

  • Tucker Asset Management reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
  • Tucker Asset Management sold 1 Burlington share in Q4 2023, an estimated $135.
  • Tucker Asset Management first reported a position in Burlington in Q3 2022 and held it in 5 quarters.
  • Tucker Asset Management's Burlington position peaked at $206 in Q4 2022.
  • 460 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.