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Scholtz & Company’s Burlington BURL Stock Holding History

Scholtz & Company’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
2021
Q1 		– Sell
-6,338
Closed -$1.66M – 72
2020
Q4 		$1.66M Buy
+6,338
New +$1.41M 0.65% 42
2020
Q3 		– Sell
-7,409
Closed -$1.46M – 69
2020
Q2 		$1.46M Buy
7,409
+1,621
+28% +$305K 0.73% 38
2020
Q1 		$917K Sell
5,788
-65
-1% -$13.7K 0.7% 34
2019
Q4 		$1.33M Sell
5,853
-8,846
-60% -$1.85M 0.77% 39
2019
Q3 		$2.94M Sell
14,699
-2,137
-13% -$393K 1.96% 16
2019
Q2 		$2.87M Sell
16,836
-205
-1% -$33.5K 1.86% 20
2019
Q1 		$2.67M Buy
17,041
+1,451
+9% +$234K 1.78% 24
2018
Q4 		$2.54M Sell
15,590
-105
-0.7% -$17K 2.2% 17
2018
Q3 		$2.56M Buy
+15,695
New +$2.5M 1.61% 24

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Scholtz & Company's BURL Position: Q1 2021 in Review

Scholtz & Company sold out of Burlington (BURL) in Q1 2021, closing a stake of 6,338 shares — an estimated $1.66M sold.

Scholtz & Company first reported a position in BURL in Q3 2018 and held it in 9 quarters. The position peaked at $2.94M in Q3 2019. 473 funds tracked by Wall St. Rank hold BURL as of Q1 2021.

  • Scholtz & Company reported no remaining Burlington position as of Q1 2021 after selling out during the quarter.
  • Scholtz & Company sold 6,338 Burlington shares in Q1 2021, an estimated $1.66M.
  • Scholtz & Company first reported a position in Burlington in Q3 2018 and held it in 9 quarters.
  • Scholtz & Company's Burlington position peaked at $2.94M in Q3 2019.
  • 473 funds tracked by Wall St. Rank held Burlington as of Q1 2021.

Based on Scholtz & Company's 13F filing for Q1 2021, filed 17 May 2021.