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Eaton Vance Management’s Burlington BURL Stock Holding History

Eaton Vance Management’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
2022
Q3 		$3.66M Sell
32,699
-7,853
-19% -$1.14M 0.01% 865
2022
Q2 		$5.53M Buy
40,552
+1,788
+5% +$324K 0.01% 777
2022
Q1 		$7.06M Buy
38,764
+16,505
+74% +$3.62M 0.01% 791
2021
Q4 		$6.49M Buy
22,259
+2
+0% +$562 0.01% 721
2021
Q3 		$6.29M Buy
22,257
+163
+0.7% +$52.1K 0.01% 670
2021
Q2 		$7.11M Sell
22,094
-242
-1% -$77K 0.01% 681
2021
Q1 		$6.67M Buy
22,336
+2,194
+11% +$596K 0.01% 659
2020
Q4 		$5.27M Buy
20,142
+3
+0% +$668 0.01% 689
2020
Q3 		$4.15M Hold
20,139
– – 0.01% 674
2020
Q2 		$3.97M Sell
20,139
-15
-0.1% -$2.83K 0.01% 655
2020
Q1 		$3.19M Buy
20,154
+2,489
+14% +$524K 0.01% 648
2019
Q4 		$4.03M Buy
17,665
+15
+0.1% +$3.13K 0.01% 665
2019
Q3 		$3.53M Sell
17,650
-18
-0.1% -$3.31K 0.01% 673
2019
Q2 		$3.01M Buy
+17,668
New +$2.89M 0.01% 705
2018
Q1 		– Sell
-103,786
Closed -$12.8M – 1154
2017
Q4 		$12.8M Sell
103,786
-73,454
-41% -$7.48M 0.03% 342
2017
Q3 		$16.9M Sell
177,240
-126,595
-42% -$11.1M 0.04% 285
2017
Q2 		$27.9M Sell
303,835
-6,449
-2% -$620K 0.07% 220
2017
Q1 		$30.2M Buy
310,284
+210,538
+211% +$18.6M 0.08% 208
2016
Q4 		$8.45M Sell
99,746
-11,136
-10% -$899K 0.02% 337
2016
Q3 		$8.98M Sell
110,882
-55,617
-33% -$4.3M 0.03% 320
2016
Q2 		$11.1M Sell
166,499
-79,697
-32% -$4.68M 0.03% 301
2016
Q1 		$13.8M Buy
+246,196
New +$12.9M 0.04% 278
2015
Q1 		– Sell
-332,596
Closed -$15.7M – 929
2014
Q4 		$15.7M Sell
332,596
-166,259
-33% -$7.07M 0.05% 267
2014
Q3 		$19.9M Buy
+498,855
New +$17.2M 0.06% 225

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eaton Vance Management's BURL Position: Q3 2022 in Review

Eaton Vance Management reduced its Burlington (BURL) stake by 19% in Q3 2022, selling an estimated $1.14M and leaving 32,699 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #865.

Eaton Vance Management first reported a position in BURL in Q3 2014 and has held it in 24 quarters since. The position peaked at $30.2M in Q1 2017. 369 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

  • Eaton Vance Management held 32,699 shares of Burlington worth $3.66M as of Q3 2022.
  • Eaton Vance Management sold 7,853 Burlington shares in Q3 2022, an estimated $1.14M.
  • Burlington made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #865 holding.
  • Eaton Vance Management first reported a position in Burlington in Q3 2014 and has held it in 24 quarters since.
  • Eaton Vance Management's Burlington position peaked at $30.2M in Q1 2017.
  • 369 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.