WCM
BURL icon

Weld Capital Management’s Burlington BURL Stock Holding History

Weld Capital 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
2020
Q3 		– Sell
-2,222
Closed -$438K – 497
2020
Q2 		$438K Buy
+2,222
New +$419K 0.17% 210
2020
Q1 		– Sell
-1,579
Closed -$360K – 451
2019
Q4 		$360K Sell
1,579
-78
-5% -$16.3K 0.07% 426
2019
Q3 		$331K Buy
+1,657
New +$305K 0.06% 532

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Weld Capital Management's BURL Position: Q3 2020 in Review

Weld Capital Management sold out of Burlington (BURL) in Q3 2020, closing a stake of 2,222 shares — an estimated $438K sold.

Weld Capital Management first reported a position in BURL in Q3 2019 and held it in 3 quarters. The position peaked at $438K in Q2 2020. 422 funds tracked by Wall St. Rank hold BURL as of Q3 2020.

  • Weld Capital Management reported no remaining Burlington position as of Q3 2020 after selling out during the quarter.
  • Weld Capital Management sold 2,222 Burlington shares in Q3 2020, an estimated $438K.
  • Weld Capital Management first reported a position in Burlington in Q3 2019 and held it in 3 quarters.
  • Weld Capital Management's Burlington position peaked at $438K in Q2 2020.
  • 422 funds tracked by Wall St. Rank held Burlington as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.