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Simon Quick Advisors’s Burlington BURL Stock Holding History

Simon Quick 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 		– Sell
-233
Closed -$48K – 444
2020
Q3 		$48K Buy
+233
New +$45.4K 0.01% 194
2018
Q3 		– Sell
-36
Closed -$5K – 310
2018
Q2 		$5K Hold
36
– – ﹤0.01% 289
2018
Q1 		$5K Hold
36
– – ﹤0.01% 257
2017
Q4 		$4K Buy
+36
New +$3.67K ﹤0.01% 375

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

Simon Quick Advisors's BURL Position: Q4 2020 in Review

Simon Quick Advisors sold out of Burlington (BURL) in Q4 2020, closing a stake of 233 shares — an estimated $48K sold.

Simon Quick Advisors first reported a position in BURL in Q4 2017 and held it in 4 quarters. The position peaked at $48K in Q3 2020. 449 funds tracked by Wall St. Rank hold BURL as of Q4 2020.

  • Simon Quick Advisors reported no remaining Burlington position as of Q4 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 233 Burlington shares in Q4 2020, an estimated $48K.
  • Simon Quick Advisors first reported a position in Burlington in Q4 2017 and held it in 4 quarters.
  • Simon Quick Advisors's Burlington position peaked at $48K in Q3 2020.
  • 449 funds tracked by Wall St. Rank held Burlington as of Q4 2020.

Based on Simon Quick Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.