WAM
BURL icon

World Asset Management’s Burlington BURL Stock Holding History

World Asset 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
2021
Q3 		$341K Sell
1,201
-101
-8% -$32.3K 0.03% 546
2021
Q2 		$419K Sell
1,302
-77
-6% -$24.5K 0.04% 486
2021
Q1 		$450K Sell
1,379
-76
-5% -$20.7K 0.04% 477
2020
Q4 		$381K Buy
1,455
+4
+0.3% +$891 0.04% 513
2020
Q3 		$299K Buy
1,451
+12
+0.8% +$2.34K 0.03% 552
2020
Q2 		$283K Sell
1,439
-26
-2% -$4.9K 0.03% 564
2020
Q1 		$232K Sell
1,465
-423
-22% -$89.1K 0.02% 703
2019
Q4 		$431K Sell
1,888
-303
-14% -$63.3K 0.02% 654
2019
Q3 		$438K Buy
2,191
+29
+1% +$5.33K 0.02% 668
2019
Q2 		$368K Sell
2,162
-50
-2% -$8.17K 0.02% 767
2019
Q1 		$347K Sell
2,212
-50
-2% -$8.06K 0.02% 781
2018
Q4 		$368K Sell
2,262
-134
-6% -$21.6K 0.02% 678
2018
Q3 		$390K Buy
2,396
+16
+0.7% +$2.55K 0.02% 813
2018
Q2 		$358K Buy
2,380
+173
+8% +$24.6K 0.02% 864
2018
Q1 		$294K Sell
2,207
-619
-22% -$76.5K 0.01% 1011
2017
Q4 		$348K Sell
2,826
-91
-3% -$9.26K 0.01% 1048
2017
Q3 		$278K Buy
2,917
+37
+1% +$3.25K 0.01% 1178
2017
Q2 		$265K Sell
2,880
-8
-0.3% -$769 0.01% 1179
2017
Q1 		$281K Buy
2,888
+381
+15% +$33.7K 0.01% 1096
2016
Q4 		$212K Sell
2,507
-317
-11% -$25.6K 0.01% 1208
2016
Q3 		$229K Buy
+2,824
New +$218K 0.01% 1185

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return