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FNY Investment Advisers’s Burlington BURL Stock Holding History

FNY Investment Advisers’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
-3,000
Closed -$405K – 503
2023
Q3 		$405K Buy
3,000
+1,800
+150% +$289K 0.24% 58
2023
Q2 		$188K Buy
+1,200
New +$206K 0.24% 72
2020
Q1 		– Sell
-1,000
Closed -$228K – 485
2019
Q4 		$228K Buy
+1,000
New +$209K 0.07% 214
2019
Q1 		– Sell
-64
Closed -$10K – 725
2018
Q4 		$10K Buy
+64
New +$10.3K ﹤0.01% 408

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FNY Investment Advisers's BURL Position: Q4 2023 in Review

FNY Investment Advisers sold out of Burlington (BURL) in Q4 2023, closing a stake of 3,000 shares — an estimated $405K sold.

FNY Investment Advisers first reported a position in BURL in Q4 2018 and held it in 4 quarters. The position peaked at $405K in Q3 2023. 459 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

  • FNY Investment Advisers reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 3,000 Burlington shares in Q4 2023, an estimated $405K.
  • FNY Investment Advisers first reported a position in Burlington in Q4 2018 and held it in 4 quarters.
  • FNY Investment Advisers's Burlington position peaked at $405K in Q3 2023.
  • 459 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.