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CSat Investment Advisory’s Burlington BURL Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-183
Closed -$38K – 587
2020
Q3 		$38K Buy
183
+16
+10% +$3.12K ﹤0.01% 707
2020
Q2 		$33K Sell
167
-39
-19% -$7.35K ﹤0.01% 733
2020
Q1 		$33K Buy
206
+35
+20% +$7.37K 0.01% 631
2019
Q4 		$39K Buy
171
+17
+11% +$3.55K 0.01% 653
2019
Q3 		$31K Buy
154
+26
+20% +$4.78K 0.01% 640
2019
Q2 		$22K Buy
+128
New +$20.9K 0.01% 671

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

CSat Investment Advisory's BURL Position: Q4 2020 in Review

CSat Investment Advisory sold out of Burlington (BURL) in Q4 2020, closing a stake of 183 shares — an estimated $38K sold.

CSat Investment Advisory first reported a position in BURL in Q2 2019 and held it in 6 quarters. The position peaked at $39K in Q4 2019. 447 funds tracked by Wall St. Rank hold BURL as of Q4 2020.

  • CSat Investment Advisory reported no remaining Burlington position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 183 Burlington shares in Q4 2020, an estimated $38K.
  • CSat Investment Advisory first reported a position in Burlington in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Burlington position peaked at $39K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held Burlington as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.