Valeo Financial Advisors’s Burlington BURL Stock Holding History

Valeo Financial 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	-40	Closed	-$8K	–	1686
2020 Q3	$8K	Sell	40 -54	-57%	-$10.5K	﹤0.01%	1126
2020 Q2	$19K	Hold	94	–	–	﹤0.01%	1070
2020 Q1	$17K	Sell	94 -30	-24%	-$6.32K	﹤0.01%	928
2019 Q4	$28K	Sell	124 -26	-17%	-$5.43K	﹤0.01%	836
2019 Q3	$30K	Buy	150 +30	+25%	+$5.52K	﹤0.01%	740
2019 Q2	$20K	Hold	120	–	–	﹤0.01%	841
2019 Q1	$19K	Buy	120 +21	+21%	+$3.39K	﹤0.01%	801
2018 Q4	$16K	Hold	99	–	–	﹤0.01%	765
2018 Q3	$17K	Buy	+99	New	+$15.8K	﹤0.01%	820
2018 Q2	–	Sell	-50	Closed	-$7K	–	1621
2018 Q1	$7K	Buy	+50	New	+$6.18K	﹤0.01%	1017

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Valeo Financial Advisors's BURL Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Burlington (BURL) in Q4 2020, closing a stake of 40 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in BURL in Q1 2018 and held it in 10 quarters. The position peaked at $30K in Q3 2019. 449 funds tracked by Wall St. Rank hold BURL as of Q4 2020.

Valeo Financial Advisors reported no remaining Burlington position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 40 Burlington shares in Q4 2020, an estimated $8K.
Valeo Financial Advisors first reported a position in Burlington in Q1 2018 and held it in 10 quarters.
Valeo Financial Advisors's Burlington position peaked at $30K in Q3 2019.
449 funds tracked by Wall St. Rank held Burlington as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.