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BURL icon

Carlson Capital’s Burlington BURL Stock Holding History

Carlson Capital’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
Q1 		– Sell
-25,316
Closed -$6.62M – 175
2020
Q4 		$6.62M Sell
25,316
-79,114
-76% -$17.6M 0.24% 101
2020
Q3 		$21.5M Sell
104,430
-4,034
-4% -$786K 0.63% 48
2020
Q2 		$21.4M Buy
108,464
+57,664
+114% +$10.9M 0.59% 55
2020
Q1 		$8.05M Buy
50,800
+21,300
+72% +$4.48M 0.21% 108
2019
Q4 		$6.73M Sell
29,500
-25,075
-46% -$5.24M 0.12% 166
2019
Q3 		$10.9M Buy
+54,575
New +$10M 0.2% 134
2018
Q2 		– Hold
0
– – – 262
2018
Q1 		– Hold
0
– – – 244
2017
Q4 		– Hold
0
– – – 224
2014
Q2 		– Sell
-88,400
Closed -$2.61M – 338
2014
Q1 		$2.61M Buy
+88,400
New +$2.43M 0.03% 289

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Fidelity Investments
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
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TP
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return