RCA
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Rowland Carmichael Advisors’s Burlington BURL Stock Holding History

Rowland Carmichael Advisors’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
Q4 		$328K Hold
1,255
– – 0.1% 209
2020
Q3 		$259K Buy
+1,255
New +$244K 0.1% 228

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Rowland Carmichael Advisors's BURL Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Burlington (BURL) position steady in Q4 2020 at 1,255 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #209.

Rowland Carmichael Advisors first reported a position in BURL in Q3 2020 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold BURL as of Q4 2020.

  • Rowland Carmichael Advisors held 1,255 shares of Burlington worth $328K as of Q4 2020.
  • Rowland Carmichael Advisors left its Burlington share count unchanged in Q4 2020.
  • Burlington made up 0.1% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #209 holding.
  • Rowland Carmichael Advisors first reported a position in Burlington in Q3 2020 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Burlington as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.