Allstate Corporation’s Burlington BURL Stock Holding History

Allstate Corporation’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	$2.28M	Buy	7,022 +2,549	+57%	+$781K	0.02%	467
2025 Q4	$1.29M	Buy	4,473 +2,270	+103%	+$616K	0.02%	466
2025 Q3	$561K	Buy	+2,203	New	+$598K	0.01%	496
2025 Q2	–	Sell	-3,248	Closed	-$774K	–	225
2025 Q1	$774K	Buy	3,248 +1,383	+74%	+$358K	0.02%	402
2024 Q4	$532K	Buy	+1,865	New	+$504K	0.02%	462
2023 Q1	–	Sell	-2,885	Closed	-$585K	–	247
2022 Q4	$585K	Buy	+2,885	New	+$461K	0.02%	466
2022 Q2	–	Sell	-1,420	Closed	-$259K	–	598
2022 Q1	$259K	Sell	1,420 -4,038	-74%	-$885K	0.01%	568
2021 Q4	$1.59M	Buy	5,458 +4,611	+544%	+$1.3M	0.03%	443
2021 Q3	$240K	Sell	847 -250	-23%	-$79.9K	0.01%	668
2021 Q2	$353K	Sell	1,097 -209	-16%	-$66.5K	0.01%	612
2021 Q1	$390K	Buy	1,306 +259	+25%	+$70.4K	0.01%	607
2020 Q4	$274K	Sell	1,047 -574	-35%	-$128K	0.01%	649
2020 Q3	$334K	Hold	1,621	–	–	0.01%	541
2020 Q2	$319K	Buy	1,621 +33	+2%	+$6.22K	0.01%	562
2020 Q1	$252K	Buy	+1,588	New	+$334K	0.01%	531

Other funds holding BURL

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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