Veritable’s Burlington BURL Stock Holding History

Veritable’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	-1,018	Closed	-$297K	–	913
2021 Q4	$297K	Buy	+1,018	New	+$286K	﹤0.01%	720
2021 Q3	–	Sell	-700	Closed	-$225K	–	886
2021 Q2	$225K	Sell	700 -170	-20%	-$54.1K	﹤0.01%	796
2021 Q1	$260K	Sell	870 -317	-27%	-$86.1K	﹤0.01%	700
2020 Q4	$310K	Sell	1,187 -5	-0.4%	-$1.11K	0.01%	616
2020 Q3	$246K	Sell	1,192 -353	-23%	-$68.8K	﹤0.01%	634
2020 Q2	$304K	Sell	1,545 -263	-15%	-$49.5K	0.01%	595
2020 Q1	$286K	Sell	1,808 -278	-13%	-$58.5K	0.01%	570
2019 Q4	$476K	Sell	2,086 -111	-5%	-$23.2K	0.01%	539
2019 Q3	$439K	Sell	2,197 -85	-4%	-$15.6K	0.01%	544
2019 Q2	$388K	Buy	2,282 +3	+0.1%	+$490	0.01%	569
2019 Q1	$357K	Buy	2,279 +629	+38%	+$101K	0.01%	589
2018 Q4	$268K	Buy	1,650 +282	+21%	+$45.5K	0.01%	635
2018 Q3	$223K	Buy	+1,368	New	+$218K	﹤0.01%	744

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

Veritable's BURL Position: Q1 2022 in Review

Veritable sold out of Burlington (BURL) in Q1 2022, closing a stake of 1,018 shares — an estimated $297K sold.

Veritable first reported a position in BURL in Q3 2018 and held it in 13 quarters. The position peaked at $476K in Q4 2019. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2022.

Veritable reported no remaining Burlington position as of Q1 2022 after selling out during the quarter.
Veritable sold 1,018 Burlington shares in Q1 2022, an estimated $297K.
Veritable first reported a position in Burlington in Q3 2018 and held it in 13 quarters.
Veritable's Burlington position peaked at $476K in Q4 2019.
430 funds tracked by Wall St. Rank held Burlington as of Q1 2022.

Based on Veritable's 13F filing for Q1 2022, filed 11 May 2022.