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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
2020
Q1 		– Sell
-9,600
Closed -$2.19M – 1474
2019
Q4 		$2.19M Hold
9,600
– – 0.08% 198
2019
Q3 		$1.92M Buy
+9,600
New +$1.77M 0.09% 194

Other funds holding BURL

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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.