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Buckingham Capital Management (New York)’s Burlington BURL Stock Holding History

Buckingham Capital Management (New York)’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
2019
Q4 		– Sell
-101,302
Closed -$20.2M – 10
2019
Q3 		$20.2M Hold
101,302
– – 2.59% 4
2019
Q2 		$17.2M Sell
101,302
-23,300
-19% -$3.81M 2.12% 9
2019
Q1 		$19.5M Sell
124,602
-24,400
-16% -$3.93M 1.84% 9
2018
Q4 		$24.2M Sell
149,002
-28,000
-16% -$4.52M 3.65% 1
2018
Q3 		$28.8M Sell
177,002
-8,012
-4% -$1.28M 2.94% 2
2018
Q2 		$27.9M Sell
185,014
-7,511
-4% -$1.07M 2.75% 2
2018
Q1 		$25.6M Sell
192,525
-651
-0.3% -$80.4K 2.95% 2
2017
Q4 		$23.8M Sell
193,176
-42,271
-18% -$4.3M 2.85% 2
2017
Q3 		$22.5M Buy
235,447
+8,438
+4% +$741K 2.97% 3
2017
Q2 		$20.9M Buy
227,009
+5,184
+2% +$499K 2.44% 5
2017
Q1 		$21.6M Sell
221,825
-95,975
-30% -$8.5M 2.89% 3
2016
Q4 		$26.9M Sell
317,800
-7,266
-2% -$587K 3.56% 1
2016
Q3 		$26.3M Sell
325,066
-49,034
-13% -$3.79M 3.29% 2
2016
Q2 		$25M Buy
374,100
+6,001
+2% +$352K 3.03% 5
2016
Q1 		$20.7M Sell
368,099
-62,033
-14% -$3.24M 2.35% 15
2015
Q4 		$18.5M Sell
430,132
-179,108
-29% -$8.3M 2.28% 15
2015
Q3 		$31.1M Buy
609,240
+38,482
+7% +$2.05M 2.82% 3
2015
Q2 		$29.2M Buy
570,758
+184,473
+48% +$9.86M 2.42% 4
2015
Q1 		$23M Sell
386,285
-15,695
-4% -$842K 2% 15
2014
Q4 		$19M Buy
+401,980
New +$17.1M 1.68% 21

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Buckingham Capital Management (New York)'s BURL Position: Q4 2019 in Review

Buckingham Capital Management (New York) sold out of Burlington (BURL) in Q4 2019, closing a stake of 101,302 shares — an estimated $20.2M sold.

Buckingham Capital Management (New York) first reported a position in BURL in Q4 2014 and held it in 20 quarters. The position peaked at $31.1M in Q3 2015. 463 funds tracked by Wall St. Rank hold BURL as of Q4 2019.

  • Buckingham Capital Management (New York) reported no remaining Burlington position as of Q4 2019 after selling out during the quarter.
  • Buckingham Capital Management (New York) sold 101,302 Burlington shares in Q4 2019, an estimated $20.2M.
  • Buckingham Capital Management (New York) first reported a position in Burlington in Q4 2014 and held it in 20 quarters.
  • Buckingham Capital Management (New York)'s Burlington position peaked at $31.1M in Q3 2015.
  • 463 funds tracked by Wall St. Rank held Burlington as of Q4 2019.

Based on Buckingham Capital Management (New York)'s 13F filing for Q4 2019.