BURL BURLINGTON STORES INC COM

Ownership history in Schechter Investment Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Schechter Investment Advisors, LLC reported a position in BURLINGTON STORES INC COM (BURL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q4)
Avg. % of fund
0.02%
First filed
2024 Q2
Last filed
2024 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 898 +16 +1.8% 0.02% $256K $285.06
2024 Q3 ADDED 882 +32 +3.8% 0.02% $232K $263.48
2024 Q2 INITIATED 850 0.02% $204K
% of Fund (quarterly)    BURL price (monthly, adj. close)
← Back to Schechter Investment Advisors, LLC Holdings