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YHB Investment Advisors’s Burlington BURL Stock Holding History

YHB Investment Advisors’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
-1,124
Closed -$205K – 281
2022
Q1 		$205K Buy
1,124
+105
+10% +$23K 0.02% 293
2021
Q4 		$297K Buy
1,019
+143
+16% +$40.2K 0.02% 267
2021
Q3 		$248K Hold
876
– – 0.02% 275
2021
Q2 		$282K Hold
876
– – 0.02% 253
2021
Q1 		$284K Hold
876
– – 0.02% 246
2020
Q4 		$229K Buy
+876
New +$195K 0.02% 263

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

YHB Investment Advisors's BURL Position: Q2 2022 in Review

YHB Investment Advisors sold out of Burlington (BURL) in Q2 2022, closing a stake of 1,124 shares — an estimated $205K sold.

YHB Investment Advisors first reported a position in BURL in Q4 2020 and held it in 6 quarters. The position peaked at $297K in Q4 2021. 423 funds tracked by Wall St. Rank hold BURL as of Q2 2022.

  • YHB Investment Advisors reported no remaining Burlington position as of Q2 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 1,124 Burlington shares in Q2 2022, an estimated $205K.
  • YHB Investment Advisors first reported a position in Burlington in Q4 2020 and held it in 6 quarters.
  • YHB Investment Advisors's Burlington position peaked at $297K in Q4 2021.
  • 423 funds tracked by Wall St. Rank held Burlington as of Q2 2022.

Based on YHB Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.