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Insight Wealth Strategies’s Burlington BURL Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-5,117
Closed -$1.01M – 201
2020
Q2 		$1.01M Buy
5,117
+1,146
+29% +$216K 0.22% 45
2020
Q1 		$629K Sell
3,971
-7,756
-66% -$1.63M 0.17% 59
2019
Q4 		$2.67M Sell
11,727
-93
-0.8% -$19.4K 0.57% 28
2019
Q3 		$2.36M Buy
11,820
+1,192
+11% +$219K 0.55% 31
2019
Q2 		$1.81M Buy
10,628
+6,901
+185% +$1.13M 0.44% 38
2019
Q1 		$584K Sell
3,727
-85
-2% -$13.7K 0.16% 87
2018
Q4 		$620K Buy
+3,812
New +$616K 0.19% 75

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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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

Insight Wealth Strategies's BURL Position: Q3 2020 in Review

Insight Wealth Strategies sold out of Burlington (BURL) in Q3 2020, closing a stake of 5,117 shares — an estimated $1.01M sold.

Insight Wealth Strategies first reported a position in BURL in Q4 2018 and held it in 7 quarters. The position peaked at $2.67M in Q4 2019. 422 funds tracked by Wall St. Rank hold BURL as of Q3 2020.

  • Insight Wealth Strategies reported no remaining Burlington position as of Q3 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 5,117 Burlington shares in Q3 2020, an estimated $1.01M.
  • Insight Wealth Strategies first reported a position in Burlington in Q4 2018 and held it in 7 quarters.
  • Insight Wealth Strategies's Burlington position peaked at $2.67M in Q4 2019.
  • 422 funds tracked by Wall St. Rank held Burlington as of Q3 2020.

Based on Insight Wealth Strategies's 13F filing for Q3 2020, filed 29 Oct 2020.