GG
BURL icon

Gofen & Glossberg’s Burlington BURL Stock Holding History

Gofen & Glossberg’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
2020
Q4 		– Sell
-1,000
Closed -$206K – 530
2020
Q3 		$206K Buy
+1,000
New +$195K 0.01% 438
2020
Q1 		– Sell
-1,030
Closed -$235K – 438
2019
Q4 		$235K Buy
+1,030
New +$215K 0.01% 415

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Gofen & Glossberg's BURL Position: Q4 2020 in Review

Gofen & Glossberg sold out of Burlington (BURL) in Q4 2020, closing a stake of 1,000 shares — an estimated $206K sold.

Gofen & Glossberg first reported a position in BURL in Q4 2019 and held it in 2 quarters. The position peaked at $235K in Q4 2019. 449 funds tracked by Wall St. Rank hold BURL as of Q4 2020.

  • Gofen & Glossberg reported no remaining Burlington position as of Q4 2020 after selling out during the quarter.
  • Gofen & Glossberg sold 1,000 Burlington shares in Q4 2020, an estimated $206K.
  • Gofen & Glossberg first reported a position in Burlington in Q4 2019 and held it in 2 quarters.
  • Gofen & Glossberg's Burlington position peaked at $235K in Q4 2019.
  • 449 funds tracked by Wall St. Rank held Burlington as of Q4 2020.

Based on Gofen & Glossberg's 13F filing for Q4 2020, filed 15 Jan 2021.