Jacobs Levy Equity Management
BURL icon

Jacobs Levy Equity Management’s Burlington BURL Stock Holding History

Jacobs Levy Equity 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
2021
Q2 		– Sell
-5,935
Closed -$1.77M – 1039
2021
Q1 		$1.77M Sell
5,935
-163
-3% -$44.3K 0.01% 625
2020
Q4 		$1.59M Hold
6,098
– – 0.01% 623
2020
Q3 		$1.26M Hold
6,098
– – 0.01% 613
2020
Q2 		$1.2M Buy
+6,098
New +$1.15M 0.01% 637
2019
Q4 		– Sell
-25,517
Closed -$5.1M – 1000
2019
Q3 		$5.1M Sell
25,517
-14,100
-36% -$2.59M 0.06% 336
2019
Q2 		$6.74M Sell
39,617
-5,340
-12% -$873K 0.09% 273
2019
Q1 		$7.04M Buy
44,957
+18,700
+71% +$3.01M 0.1% 269
2018
Q4 		$4.27M Sell
26,257
-79,807
-75% -$12.9M 0.08% 296
2018
Q3 		$17.3M Buy
106,064
+19,710
+23% +$3.15M 0.25% 119
2018
Q2 		$13M Buy
86,354
+38,512
+80% +$5.48M 0.2% 143
2018
Q1 		$6.37M Buy
+47,842
New +$5.91M 0.11% 242
2017
Q3 		– Sell
-6,150
Closed -$566K – 950
2017
Q2 		$566K Buy
+6,150
New +$591K 0.01% 674
2016
Q2 		– Sell
-4,800
Closed -$270K – 1163
2016
Q1 		$270K Sell
4,800
-43,330
-90% -$2.26M 0.01% 899
2015
Q4 		$2.06M Hold
48,130
– – 0.04% 340
2015
Q3 		$2.46M Sell
48,130
-35,752
-43% -$1.91M 0.05% 321
2015
Q2 		$4.29M Sell
83,882
-74,558
-47% -$3.99M 0.08% 242
2015
Q1 		$9.41M Buy
158,440
+120,350
+316% +$6.46M 0.16% 170
2014
Q4 		$1.8M Buy
38,090
+4,740
+14% +$202K 0.03% 402
2014
Q3 		$1.33M Buy
33,350
+16,200
+94% +$560K 0.02% 451
2014
Q2 		$546K Buy
+17,150
New +$496K 0.01% 612

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jacobs Levy Equity Management's BURL Position: Q2 2021 in Review

Jacobs Levy Equity Management sold out of Burlington (BURL) in Q2 2021, closing a stake of 5,935 shares — an estimated $1.77M sold.

Jacobs Levy Equity Management first reported a position in BURL in Q2 2014 and held it in 20 quarters. The position peaked at $17.3M in Q3 2018. 491 funds tracked by Wall St. Rank hold BURL as of Q2 2021.

  • Jacobs Levy Equity Management reported no remaining Burlington position as of Q2 2021 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 5,935 Burlington shares in Q2 2021, an estimated $1.77M.
  • Jacobs Levy Equity Management first reported a position in Burlington in Q2 2014 and held it in 20 quarters.
  • Jacobs Levy Equity Management's Burlington position peaked at $17.3M in Q3 2018.
  • 491 funds tracked by Wall St. Rank held Burlington as of Q2 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2021, filed 16 Aug 2021.