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Rivermont Capital Management’s Burlington BURL Stock Holding History

Rivermont 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
2023
Q4 		– Sell
-94,589
Closed -$12.8M – 25
2023
Q3 		$12.8M Buy
+94,589
New +$15.2M 5.72% 6

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rivermont Capital Management's BURL Position: Q4 2023 in Review

Rivermont Capital Management sold out of Burlington (BURL) in Q4 2023, closing a stake of 94,589 shares — an estimated $12.8M sold.

Rivermont Capital Management first reported a position in BURL in Q3 2023 and held it in 1 quarter. The position peaked at $12.8M in Q3 2023. 459 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

  • Rivermont Capital Management reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
  • Rivermont Capital Management sold 94,589 Burlington shares in Q4 2023, an estimated $12.8M.
  • Rivermont Capital Management first reported a position in Burlington in Q3 2023 and held it in 1 quarter.
  • Rivermont Capital Management's Burlington position peaked at $12.8M in Q3 2023.
  • 459 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Rivermont Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.