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Amtrust Financial Services’s Burlington BURL Stock Holding History

Amtrust Financial Services’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
2021
Q2 		– Sell
-4,000
Closed -$1.2M – 68
2021
Q1 		$1.2M Buy
+4,000
New +$1.09M 0.76% 29
2018
Q1 		– Sell
-25,000
Closed -$3.08M – 55
2017
Q4 		$3.08M Buy
+25,000
New +$2.55M 1.41% 16

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amtrust Financial Services's BURL Position: Q2 2021 in Review

Amtrust Financial Services sold out of Burlington (BURL) in Q2 2021, closing a stake of 4,000 shares — an estimated $1.2M sold.

Amtrust Financial Services first reported a position in BURL in Q4 2017 and held it in 2 quarters. The position peaked at $3.08M in Q4 2017. 491 funds tracked by Wall St. Rank hold BURL as of Q2 2021.

  • Amtrust Financial Services reported no remaining Burlington position as of Q2 2021 after selling out during the quarter.
  • Amtrust Financial Services sold 4,000 Burlington shares in Q2 2021, an estimated $1.2M.
  • Amtrust Financial Services first reported a position in Burlington in Q4 2017 and held it in 2 quarters.
  • Amtrust Financial Services's Burlington position peaked at $3.08M in Q4 2017.
  • 491 funds tracked by Wall St. Rank held Burlington as of Q2 2021.

Based on Amtrust Financial Services's 13F filing for Q2 2021, filed 13 Aug 2021.