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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
2017
Q4 		– Sell
-28,500
Closed -$2.72M – 2494
2017
Q3 		$2.72M Buy
+28,500
New +$2.5M 0.02% 792
2016
Q4 		– Sell
-42,200
Closed -$3.42M – 2216
2016
Q3 		$3.42M Sell
42,200
-635,800
-94% -$49.2M 0.02% 687
2016
Q2 		$45.2M Buy
678,000
+628,000
+1,256% +$36.9M 0.21% 58
2016
Q1 		$2.81M Buy
+50,000
New +$2.61M 0.02% 699

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.