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Prelude Capital Management’s Burlington BURL Stock Holding History

Prelude Capital Management’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
2024
Q3 		– Sell
-2,420
Closed -$581K – 1292
2024
Q2 		$581K Sell
2,420
-26,530
-92% -$5.46M 0.04% 477
2024
Q1 		$6.72M Sell
28,950
-7,364
-20% -$1.5M 0.35% 36
2023
Q4 		$7.06M Sell
36,314
-4,561
-11% -$681K 0.47% 36
2023
Q3 		$5.53M Buy
40,875
+1,458
+4% +$234K 0.36% 41
2023
Q2 		$6.2M Buy
39,417
+12,366
+46% +$2.12M 0.4% 34
2023
Q1 		$5.47M Buy
27,051
+5,057
+23% +$1.1M 0.33% 54
2022
Q4 		$4.46M Buy
+21,994
New +$3.51M 0.23% 85
2022
Q1 		– Sell
-1,326
Closed -$387K – 1857
2021
Q4 		$387K Buy
+1,326
New +$373K 0.01% 1168
2021
Q3 		– Sell
-2,459
Closed -$792K – 1763
2021
Q2 		$792K Buy
+2,459
New +$783K 0.02% 728
2019
Q1 		– Sell
-129
Closed -$21K – 1770
2018
Q4 		$21K Buy
+129
New +$20.8K ﹤0.01% 1234
2018
Q2 		– Sell
-1,021
Closed -$136K – 1682
2018
Q1 		$136K Buy
1,021
+787
+336% +$97.2K 0.01% 783
2017
Q4 		$29K Sell
234
-3,363
-93% -$342K ﹤0.01% 1050
2017
Q3 		$343K Buy
3,597
+3,327
+1,232% +$292K 0.03% 476
2017
Q2 		$25K Sell
270
-1,200
-82% -$115K ﹤0.01% 1206
2017
Q1 		$143K Buy
1,470
+1,104
+302% +$97.8K 0.01% 674
2016
Q4 		$31K Buy
366
+78
+27% +$6.3K ﹤0.01% 1218
2016
Q3 		$23K Buy
+288
New +$22.3K ﹤0.01% 1316
2015
Q3 		– Sell
-3,114
Closed -$159K – 1492
2015
Q2 		$159K Buy
+3,114
New +$166K 0.02% 721
2015
Q1 		– Sell
-3,300
Closed -$156K – 1944
2014
Q4 		$156K Buy
3,300
+3,100
+1,550% +$132K 0.02% 794
2014
Q3 		$8K Buy
+200
New +$6.91K ﹤0.01% 1799

Other funds holding BURL

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prelude Capital Management's BURL Position: Q3 2024 in Review

Prelude Capital Management sold out of Burlington (BURL) in Q3 2024, closing a stake of 2,420 shares — an estimated $581K sold.

Prelude Capital Management first reported a position in BURL in Q3 2014 and held it in 20 quarters. The position peaked at $7.06M in Q4 2023. 574 funds tracked by Wall St. Rank hold BURL as of Q3 2024.

  • Prelude Capital Management reported no remaining Burlington position as of Q3 2024 after selling out during the quarter.
  • Prelude Capital Management sold 2,420 Burlington shares in Q3 2024, an estimated $581K.
  • Prelude Capital Management first reported a position in Burlington in Q3 2014 and held it in 20 quarters.
  • Prelude Capital Management's Burlington position peaked at $7.06M in Q4 2023.
  • 574 funds tracked by Wall St. Rank held Burlington as of Q3 2024.

Based on Prelude Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.