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Ameritas Advisory Services’s Burlington BURL Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-2
Closed -$465 – 2223
2025
Q2 		$465 Buy
+2
New +$475 ﹤0.01% 2705
2024
Q3 		– Sell
-3,418
Closed -$820K – 857
2024
Q2 		$820K Buy
3,418
+2,241
+190% +$461K 0.03% 458
2024
Q1 		$218K Sell
1,177
-25
-2% -$5.1K 0.01% 806
2023
Q4 		$238K Buy
+1,202
New +$179K 0.01% 626
2023
Q2 		– Sell
-21
Closed -$3.98K – 816
2023
Q1 		$3.98K Buy
+21
New +$4.59K ﹤0.01% 2216

Other funds holding BURL

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Ameritas Advisory Services's BURL Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Burlington (BURL) in Q3 2025, closing a stake of 2 shares — an estimated $465 sold.

Ameritas Advisory Services first reported a position in BURL in Q1 2023 and held it in 5 quarters. The position peaked at $820K in Q2 2024. 537 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2 Burlington shares in Q3 2025, an estimated $465.
  • Ameritas Advisory Services first reported a position in Burlington in Q1 2023 and held it in 5 quarters.
  • Ameritas Advisory Services's Burlington position peaked at $820K in Q2 2024.
  • 537 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.