Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SRAM
Stone Ridge Asset Management’s
Burlington
BURL
Stock Holding History
Stone Ridge Asset Management’s Portfolio
BURL Stock Details
BURL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
–
Sell
-12,019
Closed
-$2.4M
–
960
2019
Q3
$2.4M
Hold
12,019
–
–
0.14%
164
2019
Q2
$2.04M
Hold
12,019
–
–
0.12%
197
2019
Q1
$1.88M
Hold
12,019
–
–
0.11%
225
2018
Q4
$1.96M
Hold
12,019
–
–
0.12%
179
2018
Q3
$1.96M
Hold
12,019
–
–
0.11%
201
2018
Q2
$1.81M
Hold
12,019
–
–
0.1%
203
2018
Q1
$1.6M
Hold
12,019
–
–
0.09%
226
2017
Q4
$1.48M
Buy
+12,019
New
+$1.22M
0.09%
241
Other funds holding BURL
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Adage Capital Partners
Boston, Massachusetts
$64.8B AUM
42.7%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close