Jupiter Investment Management’s Burlington BURL Stock Holding History

Jupiter Investment 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
2018 Q1	–	Sell	-350,064	Closed	-$43.1M	–	371
2017 Q4	$43.1M	Sell	350,064 -37,428	-10%	-$3.81M	0.4%	75
2017 Q3	$37M	Sell	387,492 -95,585	-20%	-$8.39M	0.39%	85
2017 Q2	$44.4M	Buy	483,077 +412,262	+582%	+$39.6M	0.54%	59
2017 Q1	$6.89M	Buy	+70,815	New	+$6.27M	0.1%	140
2015 Q3	–	Sell	-17,814	Closed	-$912K	–	354
2015 Q2	$912K	Sell	17,814 -12,394	-41%	-$662K	0.03%	194
2015 Q1	$1.79M	Buy	+30,208	New	+$1.62M	0.06%	154

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jupiter Investment Management's BURL Position: Q1 2018 in Review

Jupiter Investment Management sold out of Burlington (BURL) in Q1 2018, closing a stake of 350,064 shares — an estimated $43.1M sold.

Jupiter Investment Management first reported a position in BURL in Q1 2015 and held it in 6 quarters. The position peaked at $44.4M in Q2 2017. 375 funds tracked by Wall St. Rank hold BURL as of Q1 2018.

Jupiter Investment Management reported no remaining Burlington position as of Q1 2018 after selling out during the quarter.
Jupiter Investment Management sold 350,064 Burlington shares in Q1 2018, an estimated $43.1M.
Jupiter Investment Management first reported a position in Burlington in Q1 2015 and held it in 6 quarters.
Jupiter Investment Management's Burlington position peaked at $44.4M in Q2 2017.
375 funds tracked by Wall St. Rank held Burlington as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.