NA
BURL icon

Navellier & Associates’s Burlington BURL Stock Holding History

Navellier & Associates’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
2019
Q2 		– Sell
-44,339
Closed -$6.95M – 276
2019
Q1 		$6.95M Sell
44,339
-8,054
-15% -$1.3M 1.08% 22
2018
Q4 		$8.52M Buy
52,393
+30,221
+136% +$4.88M 1.45% 5
2018
Q3 		$3.61M Buy
+22,172
New +$3.54M 0.47% 61
2015
Q4 		– Sell
-34,911
Closed -$1.78M – 237
2015
Q3 		$1.78M Buy
34,911
+1,095
+3% +$58.5K 0.18% 62
2015
Q2 		$1.73M Buy
33,816
+2,158
+7% +$115K 0.15% 79
2015
Q1 		$1.88M Sell
31,658
-10,741
-25% -$576K 0.17% 70
2014
Q4 		$2M Buy
+42,399
New +$1.8M 0.1% 61

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Navellier & Associates's BURL Position: Q2 2019 in Review

Navellier & Associates sold out of Burlington (BURL) in Q2 2019, closing a stake of 44,339 shares — an estimated $6.95M sold.

Navellier & Associates first reported a position in BURL in Q4 2014 and held it in 7 quarters. The position peaked at $8.52M in Q4 2018. 402 funds tracked by Wall St. Rank hold BURL as of Q2 2019.

  • Navellier & Associates reported no remaining Burlington position as of Q2 2019 after selling out during the quarter.
  • Navellier & Associates sold 44,339 Burlington shares in Q2 2019, an estimated $6.95M.
  • Navellier & Associates first reported a position in Burlington in Q4 2014 and held it in 7 quarters.
  • Navellier & Associates's Burlington position peaked at $8.52M in Q4 2018.
  • 402 funds tracked by Wall St. Rank held Burlington as of Q2 2019.

Based on Navellier & Associates's 13F filing for Q2 2019, filed 17 Jul 2019.