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Cavalier Investments’s Burlington BURL Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-8,300
Closed -$1.35M – 126
2018
Q4 		$1.35M Buy
8,300
+3,300
+66% +$533K 0.44% 38
2018
Q3 		$815K Buy
+5,000
New +$798K 0.24% 90

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cavalier Investments's BURL Position: Q1 2019 in Review

Cavalier Investments sold out of Burlington (BURL) in Q1 2019, closing a stake of 8,300 shares — an estimated $1.35M sold.

Cavalier Investments first reported a position in BURL in Q3 2018 and held it in 2 quarters. The position peaked at $1.35M in Q4 2018. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2019.

  • Cavalier Investments reported no remaining Burlington position as of Q1 2019 after selling out during the quarter.
  • Cavalier Investments sold 8,300 Burlington shares in Q1 2019, an estimated $1.35M.
  • Cavalier Investments first reported a position in Burlington in Q3 2018 and held it in 2 quarters.
  • Cavalier Investments's Burlington position peaked at $1.35M in Q4 2018.
  • 430 funds tracked by Wall St. Rank held Burlington as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.