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DSM Capital Partners’s Burlington BURL Stock Holding History

DSM Capital Partners’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
-40,638
Closed -$6.4M – 58
2023
Q2 		$6.4M Sell
40,638
-542,960
-93% -$93.2M 0.1% 32
2023
Q1 		$118M Sell
583,598
-118,148
-17% -$25.8M 1.93% 25
2022
Q4 		$142M Buy
701,746
+505,734
+258% +$80.8M 2.37% 17
2022
Q3 		$21.9M Buy
+196,012
New +$28.5M 0.37% 33
2021
Q2 		– Sell
-552,066
Closed -$165M – 66
2021
Q1 		$165M Sell
552,066
-177,910
-24% -$48.3M 1.75% 18
2020
Q4 		$191M Sell
729,976
-26,908
-4% -$5.99M 2.05% 14
2020
Q3 		$156M Buy
756,884
+78,512
+12% +$15.3M 1.73% 16
2020
Q2 		$134M Buy
678,372
+17,262
+3% +$3.25M 1.59% 17
2020
Q1 		$105M Buy
661,110
+71,962
+12% +$15.2M 1.59% 21
2019
Q4 		$134M Buy
589,148
+16,382
+3% +$3.42M 1.78% 21
2019
Q3 		$114M Sell
572,766
-10,061
-2% -$1.85M 1.76% 21
2019
Q2 		$99.2M Sell
582,827
-15,841
-3% -$2.59M 1.45% 26
2019
Q1 		$93.8M Buy
598,668
+715
+0.1% +$115K 1.38% 24
2018
Q4 		$97.3M Buy
597,953
+273,815
+84% +$44.2M 1.68% 22
2018
Q3 		$52.8M Buy
+324,138
New +$51.7M 0.79% 27

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSM Capital Partners's BURL Position: Q3 2023 in Review

DSM Capital Partners sold out of Burlington (BURL) in Q3 2023, closing a stake of 40,638 shares — an estimated $6.4M sold.

DSM Capital Partners first reported a position in BURL in Q3 2018 and held it in 15 quarters. The position peaked at $191M in Q4 2020. 414 funds tracked by Wall St. Rank hold BURL as of Q3 2023.

  • DSM Capital Partners reported no remaining Burlington position as of Q3 2023 after selling out during the quarter.
  • DSM Capital Partners sold 40,638 Burlington shares in Q3 2023, an estimated $6.4M.
  • DSM Capital Partners first reported a position in Burlington in Q3 2018 and held it in 15 quarters.
  • DSM Capital Partners's Burlington position peaked at $191M in Q4 2020.
  • 414 funds tracked by Wall St. Rank held Burlington as of Q3 2023.

Based on DSM Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.