FCH
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Freestone Capital Holdings’s Burlington BURL Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-18
Closed -$4.71K – 483
2020
Q4 		$4.71K Hold
18
– – ﹤0.01% 1015
2020
Q3 		$3.71K Buy
+18
New +$3.51K ﹤0.01% 938

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Freestone Capital Holdings's BURL Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Burlington (BURL) in Q1 2021, closing a stake of 18 shares — an estimated $4.71K sold.

Freestone Capital Holdings first reported a position in BURL in Q3 2020 and held it in 2 quarters. The position peaked at $4.71K in Q4 2020. 474 funds tracked by Wall St. Rank hold BURL as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Burlington position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 18 Burlington shares in Q1 2021, an estimated $4.71K.
  • Freestone Capital Holdings first reported a position in Burlington in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Burlington position peaked at $4.71K in Q4 2020.
  • 474 funds tracked by Wall St. Rank held Burlington as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.