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LS Investment Advisors’s Burlington BURL Stock Holding History

LS Investment Advisors’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
-72
Closed -$14K – 895
2020
Q2 		$14K Sell
72
-28
-28% -$5.27K ﹤0.01% 1475
2020
Q1 		$16K Sell
100
-555
-85% -$117K ﹤0.01% 1428
2019
Q4 		$149K Hold
655
– – 0.01% 936
2019
Q3 		$131K Hold
655
– – 0.01% 959
2019
Q2 		$111K Hold
655
– – 0.01% 1043
2019
Q1 		$103K Hold
655
– – 0.01% 1083
2018
Q4 		$107K Buy
+655
New +$106K 0.01% 1015

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

LS Investment Advisors's BURL Position: Q3 2020 in Review

LS Investment Advisors sold out of Burlington (BURL) in Q3 2020, closing a stake of 72 shares — an estimated $14K sold.

LS Investment Advisors first reported a position in BURL in Q4 2018 and held it in 7 quarters. The position peaked at $149K in Q4 2019. 422 funds tracked by Wall St. Rank hold BURL as of Q3 2020.

  • LS Investment Advisors reported no remaining Burlington position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 72 Burlington shares in Q3 2020, an estimated $14K.
  • LS Investment Advisors first reported a position in Burlington in Q4 2018 and held it in 7 quarters.
  • LS Investment Advisors's Burlington position peaked at $149K in Q4 2019.
  • 422 funds tracked by Wall St. Rank held Burlington as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.