AG
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Aperio Group’s Burlington BURL Stock Holding History

Aperio Group’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
2020
Q4 		$7.39M Buy
28,246
+289
+1% +$64.4K 0.02% 667
2020
Q3 		$5.76M Sell
27,957
-1,048
-4% -$204K 0.02% 684
2020
Q2 		$5.71M Sell
29,005
-1,056
-4% -$199K 0.02% 684
2020
Q1 		$4.76M Buy
30,061
+5,121
+21% +$1.08M 0.02% 667
2019
Q4 		$5.69M Buy
24,940
+1,353
+6% +$283K 0.02% 694
2019
Q3 		$4.71M Buy
23,587
+1,628
+7% +$299K 0.02% 733
2019
Q2 		$3.74M Sell
21,959
-3,382
-13% -$553K 0.02% 815
2019
Q1 		$3.97M Buy
25,341
+2,237
+10% +$361K 0.02% 771
2018
Q4 		$3.76M Buy
23,104
+6,884
+42% +$1.11M 0.02% 748
2018
Q3 		$2.64M Buy
16,220
+454
+3% +$72.4K 0.01% 910
2018
Q2 		$2.37M Buy
15,766
+807
+5% +$115K 0.01% 952
2018
Q1 		$1.99M Buy
14,959
+372
+3% +$46K 0.01% 1010
2017
Q4 		$1.79M Buy
14,587
+193
+1% +$19.6K 0.01% 1024
2017
Q3 		$1.37M Sell
14,394
-1,172
-8% -$103K 0.01% 1111
2017
Q2 		$1.43M Buy
15,566
+2,532
+19% +$243K 0.01% 1059
2017
Q1 		$1.27M Buy
13,034
+2,219
+21% +$196K 0.01% 1065
2016
Q4 		$916K Buy
10,815
+2,053
+23% +$166K 0.01% 1175
2016
Q3 		$710K Buy
8,762
+3,201
+58% +$248K 0.01% 1265
2016
Q2 		$371K Buy
5,561
+156
+3% +$9.16K ﹤0.01% 1555
2016
Q1 		$304K Buy
+5,405
New +$282K ﹤0.01% 1643
2015
Q3 		– Sell
-4,054
Closed -$208K – 1948
2015
Q2 		$208K Buy
+4,054
New +$217K ﹤0.01% 1837

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Aperio Group's BURL Position: Q4 2020 in Review

Aperio Group increased its Burlington (BURL) stake by 1% in Q4 2020, buying an estimated $64.4K and bringing the position to 28,246 shares worth $7.39M. The position accounts for 0.02% of the portfolio, ranked #667.

Aperio Group first reported a position in BURL in Q2 2015 and has held it in 21 quarters since. 447 funds tracked by Wall St. Rank hold BURL as of Q4 2020.

  • Aperio Group held 28,246 shares of Burlington worth $7.39M as of Q4 2020.
  • Aperio Group bought 289 Burlington shares in Q4 2020, an estimated $64.4K.
  • Burlington made up 0.02% of Aperio Group's portfolio in Q4 2020, its #667 holding.
  • Aperio Group first reported a position in Burlington in Q2 2015 and has held it in 21 quarters since.
  • 447 funds tracked by Wall St. Rank held Burlington as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.