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Squar Milner Financial Services’s Burlington BURL Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-511
Closed -$80K – 280
2020
Q1 		$80K Buy
511
+107
+26% +$22.5K 0.05% 311
2019
Q4 		$92K Buy
+404
New +$84.4K 0.05% 344
2019
Q3 		– Sell
-39
Closed -$7K – 288
2019
Q2 		$7K Sell
39
-32
-45% -$5.23K ﹤0.01% 547
2019
Q1 		$11K Hold
71
– – 0.01% 502
2018
Q4 		$12K Hold
71
– – 0.01% 447
2018
Q3 		$12K Hold
71
– – 0.01% 461
2018
Q2 		$11K Buy
+71
New +$10.1K 0.01% 560

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Squar Milner Financial Services's BURL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Burlington (BURL) in Q2 2020, closing a stake of 511 shares — an estimated $80K sold.

Squar Milner Financial Services first reported a position in BURL in Q2 2018 and held it in 7 quarters. The position peaked at $92K in Q4 2019. 435 funds tracked by Wall St. Rank hold BURL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Burlington position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 511 Burlington shares in Q2 2020, an estimated $80K.
  • Squar Milner Financial Services first reported a position in Burlington in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Burlington position peaked at $92K in Q4 2019.
  • 435 funds tracked by Wall St. Rank held Burlington as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.