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YorkBridge Wealth Partners’s Burlington BURL Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-1,649
Closed -$225K – 277
2022
Q2 		$225K Buy
1,649
+232
+16% +$42K 0.06% 250
2022
Q1 		$258K Buy
1,417
+122
+9% +$26.7K 0.06% 258
2021
Q4 		$378K Buy
1,295
+152
+13% +$42.7K 0.08% 203
2021
Q3 		$324K Buy
1,143
+104
+10% +$33.2K 0.08% 207
2021
Q2 		$335K Sell
1,039
-516
-33% -$164K 0.09% 187
2021
Q1 		$465K Buy
1,555
+266
+21% +$72.3K 0.14% 124
2020
Q4 		$337K Buy
1,289
+53
+4% +$11.8K 0.11% 140
2020
Q3 		$255K Buy
1,236
+72
+6% +$14K 0.11% 152
2020
Q2 		$229K Buy
+1,164
New +$219K 0.1% 154
2019
Q3 		– Sell
-846
Closed -$144K – 234
2019
Q2 		$144K Sell
846
-1
-0.1% -$163 0.06% 231
2019
Q1 		$133K Sell
847
-39
-4% -$6.29K 0.06% 235
2018
Q4 		$144K Sell
886
-62
-7% -$10K 0.08% 188
2018
Q3 		$151K Sell
948
-67
-7% -$10.7K 0.07% 209
2018
Q2 		$153K Buy
1,015
+18
+2% +$2.56K 0.07% 208
2018
Q1 		$137K Buy
997
+62
+7% +$7.66K 0.06% 230
2017
Q4 		$106K Buy
+935
New +$95.2K 0.05% 279

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

YorkBridge Wealth Partners's BURL Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of Burlington (BURL) in Q3 2022, closing a stake of 1,649 shares — an estimated $225K sold.

YorkBridge Wealth Partners first reported a position in BURL in Q4 2017 and held it in 16 quarters. The position peaked at $465K in Q1 2021. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

  • YorkBridge Wealth Partners reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,649 Burlington shares in Q3 2022, an estimated $225K.
  • YorkBridge Wealth Partners first reported a position in Burlington in Q4 2017 and held it in 16 quarters.
  • YorkBridge Wealth Partners's Burlington position peaked at $465K in Q1 2021.
  • 369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.