EP
BURL icon

Elkfork Partners’s Burlington BURL Stock Holding History

Elkfork 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
2019
Q2 		– Sell
-12,712
Closed -$1.99M – 1052
2019
Q1 		$1.99M Sell
12,712
-6,076
-32% -$980K 0.05% 263
2018
Q4 		$3.06M Sell
18,788
-2,044
-10% -$330K 0.09% 211
2018
Q3 		$3.39M Buy
20,832
+15,568
+296% +$2.48M 0.08% 215
2018
Q2 		$792K Sell
5,264
-3,052
-37% -$434K 0.02% 399
2018
Q1 		$1.11M Sell
8,316
-4,900
-37% -$605K 0.03% 314
2017
Q4 		$1.63M Sell
13,216
-29,092
-69% -$2.96M 0.04% 278
2017
Q3 		$4.04M Sell
42,308
-14,196
-25% -$1.25M 0.12% 159
2017
Q2 		$5.2M Buy
56,504
+23,940
+74% +$2.3M 0.16% 121
2017
Q1 		$3.17M Buy
32,564
+14,952
+85% +$1.32M 0.1% 185
2016
Q4 		$1.49M Buy
+17,612
New +$1.42M 0.05% 253

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Elkfork Partners's BURL Position: Q2 2019 in Review

Elkfork Partners sold out of Burlington (BURL) in Q2 2019, closing a stake of 12,712 shares — an estimated $1.99M sold.

Elkfork Partners first reported a position in BURL in Q4 2016 and held it in 10 quarters. The position peaked at $5.2M in Q2 2017. 402 funds tracked by Wall St. Rank hold BURL as of Q2 2019.

  • Elkfork Partners reported no remaining Burlington position as of Q2 2019 after selling out during the quarter.
  • Elkfork Partners sold 12,712 Burlington shares in Q2 2019, an estimated $1.99M.
  • Elkfork Partners first reported a position in Burlington in Q4 2016 and held it in 10 quarters.
  • Elkfork Partners's Burlington position peaked at $5.2M in Q2 2017.
  • 402 funds tracked by Wall St. Rank held Burlington as of Q2 2019.

Based on Elkfork Partners's 13F filing for Q2 2019, filed 13 Aug 2019.