JIR
BURL icon

James Investment Research’s Burlington BURL Stock Holding History

James Investment Research’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
-173
Closed -$34K – 473
2020
Q2 		$34K Sell
173
-192
-53% -$36.2K ﹤0.01% 361
2020
Q1 		$58K Hold
365
– – 0.01% 294
2019
Q4 		$83K Buy
+365
New +$76.3K 0.01% 336
2018
Q1 		– Sell
-17,300
Closed -$2.13M – 786
2017
Q4 		$2.13M Buy
+17,300
New +$1.76M 0.07% 247

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

James Investment Research's BURL Position: Q3 2020 in Review

James Investment Research sold out of Burlington (BURL) in Q3 2020, closing a stake of 173 shares — an estimated $34K sold.

James Investment Research first reported a position in BURL in Q4 2017 and held it in 4 quarters. The position peaked at $2.13M in Q4 2017. 422 funds tracked by Wall St. Rank hold BURL as of Q3 2020.

  • James Investment Research reported no remaining Burlington position as of Q3 2020 after selling out during the quarter.
  • James Investment Research sold 173 Burlington shares in Q3 2020, an estimated $34K.
  • James Investment Research first reported a position in Burlington in Q4 2017 and held it in 4 quarters.
  • James Investment Research's Burlington position peaked at $2.13M in Q4 2017.
  • 422 funds tracked by Wall St. Rank held Burlington as of Q3 2020.

Based on James Investment Research's 13F filing for Q3 2020, filed 23 Oct 2020.