MWNA
BURL icon

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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return