WSCM
BURL icon

Wellington Shields Capital Management’s Burlington BURL Stock Holding History

Wellington Shields 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
-9,090
Closed -$1.79M – 221
2020
Q2 		$1.79M Sell
9,090
-1,800
-17% -$339K 0.29% 73
2020
Q1 		$1.73M Hold
10,890
– – 0.33% 65
2019
Q4 		$2.48M Hold
10,890
– – 0.38% 59
2019
Q3 		$2.18M Hold
10,890
– – 0.35% 59
2019
Q2 		$1.85M Hold
10,890
– – 0.31% 73
2019
Q1 		$1.71M Buy
10,890
+9,090
+505% +$1.47M 0.29% 77
2018
Q4 		$293K Buy
1,800
+300
+20% +$48.4K 0.06% 221
2018
Q3 		$244K Buy
+1,500
New +$239K 0.04% 273
2016
Q3 		– Sell
-5,000
Closed -$334K – 317
2016
Q2 		$334K Buy
+5,000
New +$294K 0.06% 244

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return