JG
BURL icon

Jefferies Group’s Burlington BURL Stock Holding History

Jefferies Group’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
2022
Q3 		– Sell
-6,300
Closed -$858K – 1672
2022
Q2 		$858K Buy
6,300
+4,424
+236% +$801K 0.01% 841
2022
Q1 		$342K Buy
+1,876
New +$411K ﹤0.01% 1148
2021
Q3 		– Sell
-10,154
Closed -$3.27M – 1720
2021
Q2 		$3.27M Buy
10,154
+7,993
+370% +$2.54M 0.02% 587
2021
Q1 		$646K Sell
2,161
-2,099
-49% -$570K 0.01% 1050
2020
Q4 		$1.11M Buy
+4,260
New +$949K 0.01% 905
2019
Q4 		– Sell
-12,570
Closed -$2.51M – 2582
2019
Q3 		$2.51M Sell
12,570
-255
-2% -$46.9K 0.02% 934
2019
Q2 		$2.18M Buy
12,825
+7,825
+157% +$1.28M 0.02% 884
2019
Q1 		$783K Sell
5,000
-4,311
-46% -$695K 0.01% 1392
2018
Q4 		$1.51M Sell
9,311
-15,444
-62% -$2.49M 0.01% 963
2018
Q3 		$4.03M Buy
24,755
+17,034
+221% +$2.72M 0.03% 628
2018
Q2 		$1.16M Buy
7,721
+1,163
+18% +$166K 0.01% 1179
2018
Q1 		$873K Buy
+6,558
New +$810K ﹤0.01% 1255
2017
Q2 		– Sell
-23,512
Closed -$2.29M – 2194
2017
Q1 		$2.29M Buy
23,512
+2,235
+11% +$198K 0.02% 842
2016
Q4 		$1.8M Sell
21,277
-28,777
-57% -$2.32M 0.01% 988
2016
Q3 		$4.05M Buy
50,054
+45,054
+901% +$3.48M 0.02% 612
2016
Q2 		$334K Buy
+5,000
New +$294K ﹤0.01% 1617
2014
Q2 		– Sell
-8,050
Closed -$238K – 2083
2014
Q1 		$238K Sell
8,050
-4,244
-35% -$117K ﹤0.01% 1641
2013
Q4 		$393K Buy
+12,294
New +$343K ﹤0.01% 1251

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jefferies Group's BURL Position: Q3 2022 in Review

Jefferies Group sold out of Burlington (BURL) in Q3 2022, closing a stake of 6,300 shares — an estimated $858K sold.

Jefferies Group first reported a position in BURL in Q4 2013 and held it in 18 quarters. The position peaked at $4.05M in Q3 2016. 368 funds tracked by Wall St. Rank hold BURL as of Q3 2022.

  • Jefferies Group reported no remaining Burlington position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 6,300 Burlington shares in Q3 2022, an estimated $858K.
  • Jefferies Group first reported a position in Burlington in Q4 2013 and held it in 18 quarters.
  • Jefferies Group's Burlington position peaked at $4.05M in Q3 2016.
  • 368 funds tracked by Wall St. Rank held Burlington as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.