Stony Point Capital’s Burlington BURL Stock Holding History

Stony Point Capital’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	-77,749	Closed	-$10.5M	–	26
2023 Q3	$10.5M	Buy	+77,749	New	+$12.5M	3.57%	15

Other funds holding BURL

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stony Point Capital's BURL Position: Q4 2023 in Review

Stony Point Capital sold out of Burlington (BURL) in Q4 2023, closing a stake of 77,749 shares — an estimated $10.5M sold.

Stony Point Capital first reported a position in BURL in Q3 2023 and held it in 1 quarter. The position peaked at $10.5M in Q3 2023. 459 funds tracked by Wall St. Rank hold BURL as of Q4 2023.

Stony Point Capital reported no remaining Burlington position as of Q4 2023 after selling out during the quarter.
Stony Point Capital sold 77,749 Burlington shares in Q4 2023, an estimated $10.5M.
Stony Point Capital first reported a position in Burlington in Q3 2023 and held it in 1 quarter.
Stony Point Capital's Burlington position peaked at $10.5M in Q3 2023.
459 funds tracked by Wall St. Rank held Burlington as of Q4 2023.

Based on Stony Point Capital's 13F filing for Q4 2023, filed 14 Feb 2024.