Shine Investment Advisory Services’s Burlington BURL Stock Holding History

Shine Investment Advisory Services’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 Q3	$47K	Buy	226 +61	+37%	+$11.9K	0.02%	308
2020 Q2	$32K	Buy	165 +42	+34%	+$7.91K	0.01%	382
2020 Q1	$19K	Sell	123 -41	-25%	-$8.63K	0.01%	425
2019 Q4	$37K	Hold	164	–	–	0.01%	382
2019 Q3	$33K	Hold	164	–	–	0.02%	383
2019 Q2	$28K	Sell	164 -17	-9%	-$2.78K	0.01%	413
2019 Q1	$28K	Buy	181 +91	+101%	+$14.7K	0.01%	413
2018 Q4	$15K	Hold	90	–	–	0.01%	466
2018 Q3	$15K	Hold	90	–	–	0.01%	476
2018 Q2	$14K	Hold	90	–	–	0.01%	484
2018 Q1	$12K	Hold	90	–	–	0.01%	498
2017 Q4	$11K	Hold	90	–	–	0.01%	520
2017 Q3	$9K	Sell	90 -25	-22%	-$2.19K	﹤0.01%	539
2017 Q2	$11K	Buy	+115	New	+$11.1K	0.01%	501

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Shine Investment Advisory Services's BURL Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Burlington (BURL) stake by 37% in Q3 2020, buying an estimated $11.9K and bringing the position to 226 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #308.

Shine Investment Advisory Services first reported a position in BURL in Q2 2017 and has held it in 14 quarters since. 421 funds tracked by Wall St. Rank hold BURL as of Q3 2020.

Shine Investment Advisory Services held 226 shares of Burlington worth $47K as of Q3 2020.
Shine Investment Advisory Services bought 61 Burlington shares in Q3 2020, an estimated $11.9K.
Burlington made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #308 holding.
Shine Investment Advisory Services first reported a position in Burlington in Q2 2017 and has held it in 14 quarters since.
421 funds tracked by Wall St. Rank held Burlington as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.