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Sciencast Management’s Burlington BURL Stock Holding History

Sciencast 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
-5,816
Closed -$787K – 246
2023
Q3 		$787K Buy
+5,816
New +$933K 0.36% 105
2022
Q2 		$1.35M Buy
9,742
+8,282
+567% +$1.5M 0.3% 110
2022
Q1 		$269K Buy
+1,460
New +$320K 0.06% 330
2020
Q4 		– Sell
-1,700
Closed -$371K – 457
2020
Q3 		$371K Sell
1,700
-7,522
-82% -$1.47M 0.14% 241
2020
Q2 		$1.58M Buy
9,222
+6,871
+292% +$1.29M 0.4% 75
2020
Q1 		$333K Buy
+2,351
New +$495K 0.09% 160
2019
Q3 		– Sell
-2,141
Closed -$386K – 360
2019
Q2 		$386K Buy
+2,141
New +$350K 0.22% 165
2017
Q3 		– Sell
-2,506
Closed -$231K – 324
2017
Q2 		$231K Buy
+2,506
New +$241K 0.13% 293

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sciencast Management's BURL Position: Q4 2023 in Review

Sciencast Management sold out of Burlington (BURL) in Q4 2023, closing a stake of 5,816 shares — an estimated $787K sold.

Sciencast Management first reported a position in BURL in Q2 2017 and held it in 8 quarters. The position peaked at $1.58M in Q2 2020. 460 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

  • Sciencast Management reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
  • Sciencast Management sold 5,816 Burlington shares in Q4 2023, an estimated $787K.
  • Sciencast Management first reported a position in Burlington in Q2 2017 and held it in 8 quarters.
  • Sciencast Management's Burlington position peaked at $1.58M in Q2 2020.
  • 460 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

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