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Foresters Investment Management’s Burlington BURL Stock Holding History

Foresters Investment 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
2019
Q3 		$15.4M Sell
77,000
-25,250
-25% -$4.64M 0.3% 109
2019
Q2 		$17.4M Sell
102,250
-10,400
-9% -$1.7M 0.31% 111
2019
Q1 		$17.6M Sell
112,650
-17,900
-14% -$2.89M 0.31% 110
2018
Q4 		$21.2M Buy
+130,550
New +$21.1M 0.4% 79

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Foresters Investment Management's BURL Position: Q3 2019 in Review

Foresters Investment Management reduced its Burlington (BURL) stake by 25% in Q3 2019, selling an estimated $4.64M and leaving 77,000 shares worth $15.4M. The position accounts for 0.3% of the portfolio, ranked #109.

Foresters Investment Management first reported a position in BURL in Q4 2018 and has held it in 4 quarters since. The position peaked at $21.2M in Q4 2018. 442 funds tracked by Wall St. Rank hold BURL as of Q3 2019.

  • Foresters Investment Management held 77,000 shares of Burlington worth $15.4M as of Q3 2019.
  • Foresters Investment Management sold 25,250 Burlington shares in Q3 2019, an estimated $4.64M.
  • Burlington made up 0.3% of Foresters Investment Management's portfolio in Q3 2019, its #109 holding.
  • Foresters Investment Management first reported a position in Burlington in Q4 2018 and has held it in 4 quarters since.
  • Foresters Investment Management's Burlington position peaked at $21.2M in Q4 2018.
  • 442 funds tracked by Wall St. Rank held Burlington as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.