Echo Street Capital Management’s Burlington BURL Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-6,672	Closed	-$903K	–	71
2023 Q3	$903K	Buy	6,672 +788	+13%	+$126K	0.01%	158
2023 Q2	$926K	Buy	+5,884	New	+$1.01M	0.01%	151
2022 Q4	–	Sell	-3,589	Closed	-$402K	–	510
2022 Q3	$402K	Buy	+3,589	New	+$523K	﹤0.01%	330
2022 Q2	–	Sell	-2,230	Closed	-$406K	–	575
2022 Q1	$406K	Buy	2,230 +1,018	+84%	+$223K	﹤0.01%	447
2021 Q4	$353K	Buy	+1,212	New	+$341K	﹤0.01%	494

Other funds holding BURL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Echo Street Capital Management's BURL Position: Q4 2023 in Review

Echo Street Capital Management sold out of Burlington (BURL) in Q4 2023, closing a stake of 6,672 shares — an estimated $903K sold.

Echo Street Capital Management first reported a position in BURL in Q4 2021 and held it in 5 quarters. The position peaked at $926K in Q2 2023. 460 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

Echo Street Capital Management reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,672 Burlington shares in Q4 2023, an estimated $903K.
Echo Street Capital Management first reported a position in Burlington in Q4 2021 and held it in 5 quarters.
Echo Street Capital Management's Burlington position peaked at $926K in Q2 2023.
460 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.