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WD Rutherford’s Burlington BURL Stock Holding History

WD Rutherford’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
Q2 		– Sell
-10,380
Closed -$1.89M – 117
2022
Q1 		$1.89M Sell
10,380
-450
-4% -$98.6K 1.08% 37
2021
Q4 		$3.16M Sell
10,830
-277
-2% -$77.9K 1.6% 26
2021
Q3 		$3.15M Sell
11,107
-335
-3% -$107K 1.71% 26
2021
Q2 		$3.68M Sell
11,442
-210
-2% -$66.8K 2.05% 23
2021
Q1 		$3.48M Sell
11,652
-1,005
-8% -$273K 2.17% 23
2020
Q4 		$3.31M Buy
+12,657
New +$2.82M 2.09% 22

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WD Rutherford's BURL Position: Q2 2022 in Review

WD Rutherford sold out of Burlington (BURL) in Q2 2022, closing a stake of 10,380 shares — an estimated $1.89M sold.

WD Rutherford first reported a position in BURL in Q4 2020 and held it in 6 quarters. The position peaked at $3.68M in Q2 2021. 423 funds tracked by Wall St. Rank hold BURL as of Q2 2022.

  • WD Rutherford reported no remaining Burlington position as of Q2 2022 after selling out during the quarter.
  • WD Rutherford sold 10,380 Burlington shares in Q2 2022, an estimated $1.89M.
  • WD Rutherford first reported a position in Burlington in Q4 2020 and held it in 6 quarters.
  • WD Rutherford's Burlington position peaked at $3.68M in Q2 2021.
  • 423 funds tracked by Wall St. Rank held Burlington as of Q2 2022.

Based on WD Rutherford's 13F filing for Q2 2022, filed 25 Jul 2022.