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Oakbrook Investments’s Burlington BURL Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-2,800
Closed -$638K – 145
2019
Q4 		$638K Sell
2,800
-775
-22% -$162K 0.13% 256
2019
Q3 		$714K Buy
+3,575
New +$657K 0.05% 316
2019
Q2 		– Sell
-3,550
Closed -$556K – 608
2019
Q1 		$556K Buy
3,550
+1,775
+100% +$286K 0.03% 378
2018
Q4 		$289K Sell
1,775
-2,425
-58% -$392K 0.02% 482
2018
Q3 		$684K Buy
4,200
+2,150
+105% +$343K 0.04% 372
2018
Q2 		$309K Buy
2,050
+105
+5% +$14.9K 0.02% 452
2018
Q1 		$259K Buy
+1,945
New +$240K 0.02% 502

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Oakbrook Investments's BURL Position: Q1 2020 in Review

Oakbrook Investments sold out of Burlington (BURL) in Q1 2020, closing a stake of 2,800 shares — an estimated $638K sold.

Oakbrook Investments first reported a position in BURL in Q1 2018 and held it in 7 quarters. The position peaked at $714K in Q3 2019. 434 funds tracked by Wall St. Rank hold BURL as of Q1 2020.

  • Oakbrook Investments reported no remaining Burlington position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 2,800 Burlington shares in Q1 2020, an estimated $638K.
  • Oakbrook Investments first reported a position in Burlington in Q1 2018 and held it in 7 quarters.
  • Oakbrook Investments's Burlington position peaked at $714K in Q3 2019.
  • 434 funds tracked by Wall St. Rank held Burlington as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.