AG
BURL icon

Algert Global’s Burlington BURL Stock Holding History

Algert Global’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
2026
Q1 		$3.77M Buy
+11,579
New +$3.55M 0.06% 520
2020
Q2 		– Sell
-2,027
Closed -$321K – 426
2020
Q1 		$321K Buy
+2,027
New +$427K 0.14% 238
2019
Q4 		– Sell
-2,649
Closed -$529K – 384
2019
Q3 		$529K Buy
+2,649
New +$487K 0.2% 148
2019
Q1 		– Sell
-4,464
Closed -$726K – 321
2018
Q4 		$726K Buy
4,464
+1,215
+37% +$196K 0.2% 172
2018
Q3 		$529K Sell
3,249
-155
-5% -$24.7K 0.11% 241
2018
Q2 		$512K Sell
3,404
-290
-8% -$41.3K 0.11% 242
2018
Q1 		$492K Buy
+3,694
New +$456K 0.1% 251
2017
Q2 		– Sell
-13,591
Closed -$1.32M – 297
2017
Q1 		$1.32M Buy
13,591
+3,966
+41% +$351K 0.36% 116
2016
Q4 		$816K Buy
9,625
+449
+5% +$36.2K 0.23% 178
2016
Q3 		$743K Buy
+9,176
New +$710K 0.21% 182

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return