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BURL icon

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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return