1IA
BURL icon

1620 Investment Advisors’s Burlington BURL Stock Holding History

1620 Investment 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
2024
Q4 		– Sell
-15
Closed -$3.95K – 706
2024
Q3 		$3.95K Sell
15
-15
-50% -$3.88K ﹤0.01% 540
2024
Q2 		$7.2K Buy
+30
New +$6.17K 0.01% 476

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1620 Investment Advisors's BURL Position: Q4 2024 in Review

1620 Investment Advisors sold out of Burlington (BURL) in Q4 2024, closing a stake of 15 shares — an estimated $3.95K sold.

1620 Investment Advisors first reported a position in BURL in Q2 2024 and held it in 2 quarters. The position peaked at $7.2K in Q2 2024. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • 1620 Investment Advisors reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • 1620 Investment Advisors sold 15 Burlington shares in Q4 2024, an estimated $3.95K.
  • 1620 Investment Advisors first reported a position in Burlington in Q2 2024 and held it in 2 quarters.
  • 1620 Investment Advisors's Burlington position peaked at $7.2K in Q2 2024.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on 1620 Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.