Voloridge Investment Management
BURL icon

Voloridge Investment Management’s Burlington BURL Stock Holding History

Voloridge Investment Management’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
2024
Q3 		– Sell
-57,085
Closed -$13.7M – 1174
2024
Q2 		$13.7M Buy
+57,085
New +$11.7M 0.05% 485
2023
Q3 		– Sell
-319,065
Closed -$50.2M – 1391
2023
Q2 		$50.2M Buy
319,065
+202,093
+173% +$34.7M 0.24% 101
2023
Q1 		$23.6M Buy
+116,972
New +$25.6M 0.12% 257
2022
Q4 		– Sell
-42,939
Closed -$4.8M – 1447
2022
Q3 		$4.8M Sell
42,939
-17,710
-29% -$2.58M 0.03% 663
2022
Q2 		$8.26M Buy
60,649
+48,718
+408% +$8.82M 0.04% 512
2022
Q1 		$2.17M Buy
+11,931
New +$2.61M 0.01% 918
2021
Q4 		– Sell
-4,221
Closed -$1.2M – 1591
2021
Q3 		$1.2M Sell
4,221
-61,839
-94% -$19.8M 0.01% 1228
2021
Q2 		$21.3M Sell
66,060
-14,466
-18% -$4.6M 0.15% 172
2021
Q1 		$24.1M Buy
+80,526
New +$21.9M 0.18% 149
2020
Q1 		– Sell
-125,693
Closed -$28.7M – 1110
2019
Q4 		$28.7M Buy
125,693
+26,049
+26% +$5.44M 0.56% 20
2019
Q3 		$19.9M Buy
+99,644
New +$18.3M 0.35% 41
2018
Q3 		– Sell
-79,807
Closed -$12M – 311
2018
Q2 		$12M Buy
+79,807
New +$11.4M 0.32% 76
2017
Q2 		– Sell
-169,638
Closed -$16.5M – 427
2017
Q1 		$16.5M Sell
169,638
-2,255
-1% -$200K 0.4% 58
2016
Q4 		$14.6M Buy
171,893
+167,741
+4,040% +$13.5M 0.31% 79
2016
Q3 		$336K Sell
4,152
-143,369
-97% -$11.1M 0.01% 200
2016
Q2 		$9.84M Buy
147,521
+104,294
+241% +$6.12M 0.28% 99
2016
Q1 		$2.43M Buy
+43,227
New +$2.26M 0.06% 202

Other funds holding BURL

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Voloridge Investment Management's BURL Position: Q3 2024 in Review

Voloridge Investment Management sold out of Burlington (BURL) in Q3 2024, closing a stake of 57,085 shares — an estimated $13.7M sold.

Voloridge Investment Management first reported a position in BURL in Q1 2016 and held it in 17 quarters. The position peaked at $50.2M in Q2 2023. 574 funds tracked by Wall St. Rank hold BURL as of Q3 2024.

  • Voloridge Investment Management reported no remaining Burlington position as of Q3 2024 after selling out during the quarter.
  • Voloridge Investment Management sold 57,085 Burlington shares in Q3 2024, an estimated $13.7M.
  • Voloridge Investment Management first reported a position in Burlington in Q1 2016 and held it in 17 quarters.
  • Voloridge Investment Management's Burlington position peaked at $50.2M in Q2 2023.
  • 574 funds tracked by Wall St. Rank held Burlington as of Q3 2024.

Based on Voloridge Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.