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Zeke Capital Advisors’s Burlington BURL Stock Holding History

Zeke Capital 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
Q4 		$426K Hold
2,100
– – 0.03% 264
2022
Q3 		$235K Buy
2,100
+250
+14% +$36.4K 0.02% 381
2022
Q2 		$252K Hold
1,850
– – 0.02% 385
2022
Q1 		$337K Buy
1,850
+100
+6% +$21.9K 0.02% 331
2021
Q4 		$510K Buy
1,750
+499
+40% +$140K 0.03% 151
2021
Q3 		$355K Buy
1,251
+373
+42% +$119K 0.02% 190
2021
Q2 		$283K Buy
878
+1
+0.1% +$318 0.02% 240
2021
Q1 		$262K Sell
877
-434
-33% -$118K 0.02% 238
2020
Q4 		$343K Sell
1,311
-218
-14% -$48.6K 0.03% 170
2020
Q3 		$315K Sell
1,529
-256
-14% -$49.9K 0.04% 151
2020
Q2 		$352K Buy
1,785
+15
+0.8% +$2.83K 0.07% 125
2020
Q1 		$280K Sell
1,770
-1,859
-51% -$391K 0.08% 148
2019
Q4 		$828K Sell
3,629
-357
-9% -$74.6K 0.07% 247
2019
Q3 		$796K Sell
3,986
-546
-12% -$100K 0.07% 250
2019
Q2 		$771K Hold
4,532
– – 0.07% 244
2019
Q1 		$710K Sell
4,532
-5,967
-57% -$962K 0.07% 273
2018
Q4 		$1.71M Buy
10,499
+1,005
+11% +$162K 0.16% 103
2018
Q3 		$1.55M Buy
+9,494
New +$1.51M 0.13% 146

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zeke Capital Advisors's BURL Position: Q4 2022 in Review

Zeke Capital Advisors held its Burlington (BURL) position steady in Q4 2022 at 2,100 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #264.

Zeke Capital Advisors first reported a position in BURL in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.71M in Q4 2018. 428 funds tracked by Wall St. Rank hold BURL as of Q4 2022.

  • Zeke Capital Advisors held 2,100 shares of Burlington worth $426K as of Q4 2022.
  • Zeke Capital Advisors left its Burlington share count unchanged in Q4 2022.
  • Burlington made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #264 holding.
  • Zeke Capital Advisors first reported a position in Burlington in Q3 2018 and has held it in 18 quarters since.
  • Zeke Capital Advisors's Burlington position peaked at $1.71M in Q4 2018.
  • 428 funds tracked by Wall St. Rank held Burlington as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.