Capital Research Global Investors
BURL icon

Capital Research Global Investors’s Burlington BURL Stock Holding History

Capital Research Global Investors’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
2023
Q3 		– Sell
-1,356,308
Closed -$213M – 414
2023
Q2 		$213M Sell
1,356,308
-553,119
-29% -$94.9M 0.06% 226
2023
Q1 		$386M Sell
1,909,427
-8
-0% -$1.75K 0.11% 156
2022
Q4 		$387M Sell
1,909,435
-3,528,741
-65% -$563M 0.12% 152
2022
Q3 		$608M Buy
5,438,176
+1,829,401
+51% +$266M 0.2% 109
2022
Q2 		$492M Sell
3,608,775
-49,914
-1% -$9.03M 0.15% 127
2022
Q1 		$667M Buy
3,658,689
+374,400
+11% +$82M 0.16% 125
2021
Q4 		$957M Sell
3,284,289
-1,094,481
-25% -$308M 0.21% 106
2021
Q3 		$1.24B Sell
4,378,770
-2,109,121
-33% -$674M 0.29% 83
2021
Q2 		$2.09B Sell
6,487,891
-210,291
-3% -$66.9M 0.49% 44
2021
Q1 		$2B Buy
6,698,182
+259,777
+4% +$70.6M 0.49% 44
2020
Q4 		$1.68B Buy
6,438,405
+327,438
+5% +$73M 0.44% 53
2020
Q3 		$1.26B Buy
6,110,967
+5,176,166
+554% +$1.01B 0.38% 61
2020
Q2 		$184M Buy
934,801
+478,654
+105% +$90.2M 0.06% 216
2020
Q1 		$72.3M Buy
+456,147
New +$96M 0.03% 266

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors's BURL Position: Q3 2023 in Review

Capital Research Global Investors sold out of Burlington (BURL) in Q3 2023, closing a stake of 1,356,308 shares — an estimated $213M sold.

Capital Research Global Investors first reported a position in BURL in Q1 2020 and held it in 14 quarters. The position peaked at $2.09B in Q2 2021. 413 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

  • Capital Research Global Investors reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
  • Capital Research Global Investors sold 1,356,308 Burlington shares in Q3 2023, an estimated $213M.
  • Capital Research Global Investors first reported a position in Burlington in Q1 2020 and held it in 14 quarters.
  • Capital Research Global Investors's Burlington position peaked at $2.09B in Q2 2021.
  • 413 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on Capital Research Global Investors's 13F filing for Q3 2023, filed 13 Nov 2023.