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Carroll Financial Associates’s Burlington BURL Stock Holding History

Carroll Financial Associates’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
Q3 		– Sell
-19
Closed -$3K – 1503
2020
Q2 		$3K Sell
19
-15
-44% -$2.83K ﹤0.01% 1275
2020
Q1 		$5K Buy
+34
New +$7.16K ﹤0.01% 1113
2019
Q4 		– Sell
-11
Closed -$2K – 1541
2019
Q3 		$2K Hold
11
– – ﹤0.01% 1327
2019
Q2 		$1K Buy
+11
New +$1.8K ﹤0.01% 1434

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Fidelity Investments
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
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TP
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Carroll Financial Associates's BURL Position: Q3 2020 in Review

Carroll Financial Associates sold out of Burlington (BURL) in Q3 2020, closing a stake of 19 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in BURL in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q1 2020. 422 funds tracked by Wall St. Rank hold BURL as of Q3 2020.

  • Carroll Financial Associates reported no remaining Burlington position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 19 Burlington shares in Q3 2020, an estimated $3K.
  • Carroll Financial Associates first reported a position in Burlington in Q2 2019 and held it in 4 quarters.
  • Carroll Financial Associates's Burlington position peaked at $5K in Q1 2020.
  • 422 funds tracked by Wall St. Rank held Burlington as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.