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 Q2	$678K	Sell	2,140 -9,439	-82%	-$3.04M	0.01%	1024
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 New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's BURL Position: Q2 2026 in Review

Algert Global reduced its Burlington (BURL) stake by 82% in Q2 2026, selling an estimated $3.04M and leaving 2,140 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #1024.

Algert Global first reported a position in BURL in Q3 2016 and has held it in 11 quarters since. The position peaked at $3.77M in Q1 2026. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Algert Global held 2,140 shares of Burlington worth $678K as of Q2 2026.
Algert Global sold 9,439 Burlington shares in Q2 2026, an estimated $3.04M.
Burlington made up 0.01% of Algert Global's portfolio in Q2 2026, its #1024 holding.
Algert Global first reported a position in Burlington in Q3 2016 and has held it in 11 quarters since.
Algert Global's Burlington position peaked at $3.77M in Q1 2026.
653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.