Marshall Wace North America’s Burlington BURL Stock Holding History

Marshall Wace North America’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
2021 Q3	$6.05M	Buy	21,341 +16,845	+375%	+$5.38M	0.03%	463
2021 Q2	$1.45M	Sell	4,496 -7,665	-63%	-$2.44M	0.01%	909
2021 Q1	$3.63M	Buy	+12,161	New	+$3.3M	0.02%	647
2020 Q1	–	Sell	-9,340	Closed	-$2.13M	–	1247
2019 Q4	$2.13M	Buy	+9,340	New	+$1.95M	0.01%	564
2019 Q3	–	Sell	-1,444	Closed	-$246K	–	1319
2019 Q2	$246K	Sell	1,444 -35,190	-96%	-$5.75M	﹤0.01%	1007
2019 Q1	$5.74M	Buy	36,634 +17,796	+94%	+$2.87M	0.04%	300
2018 Q4	$3.06M	Sell	18,838 -218,186	-92%	-$35.2M	0.03%	342
2018 Q3	$38.6M	Sell	237,024 -174,449	-42%	-$27.8M	0.27%	93
2018 Q2	$61.9M	Sell	411,473 -25,780	-6%	-$3.67M	0.35%	65
2018 Q1	$58.2M	Buy	437,253 +244,194	+126%	+$30.2M	0.29%	79
2017 Q4	$23.8M	Sell	193,059 -189,501	-50%	-$19.3M	0.13%	187
2017 Q3	$36.3M	Buy	382,560 +380,173	+15,927%	+$33.4M	0.23%	110
2017 Q2	$220K	Sell	2,387 -442	-16%	-$42.5K	﹤0.01%	1211
2017 Q1	$274K	Buy	+2,829	New	+$251K	﹤0.01%	879
2013 Q4	$936K	Buy	+29,244	New	+$817K	0.02%	411

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Marshall Wace North America's BURL Position: Q3 2021 in Review

Marshall Wace North America increased its Burlington (BURL) stake by 375% in Q3 2021, buying an estimated $5.38M and bringing the position to 21,341 shares worth $6.05M. The position accounts for 0.03% of the portfolio, ranked #463.

Marshall Wace North America first reported a position in BURL in Q4 2013 and has held it in 15 quarters since. The position peaked at $61.9M in Q2 2018. 488 funds tracked by Wall St. Rank hold BURL as of Q3 2021.

Marshall Wace North America held 21,341 shares of Burlington worth $6.05M as of Q3 2021.
Marshall Wace North America bought 16,845 Burlington shares in Q3 2021, an estimated $5.38M.
Burlington made up 0.03% of Marshall Wace North America's portfolio in Q3 2021, its #463 holding.
Marshall Wace North America first reported a position in Burlington in Q4 2013 and has held it in 15 quarters since.
Marshall Wace North America's Burlington position peaked at $61.9M in Q2 2018.
488 funds tracked by Wall St. Rank held Burlington as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.