Arax Advisory Partners’s Burlington BURL Stock Holding History

Arax Advisory Partners’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	$200K	Buy	615 +514	+509%	+$157K	0.01%	1079
2025 Q4	$29.2K	Sell	101 -563	-85%	-$153K	﹤0.01%	1912
2025 Q3	$169K	Buy	664 +529	+392%	+$144K	﹤0.01%	1324
2025 Q2	$31.4K	Buy	135 +123	+1,025%	+$29.2K	﹤0.01%	1448
2025 Q1	$2.86K	Sell	12 -257	-96%	-$66.6K	﹤0.01%	1966
2024 Q4	$76.7K	Buy	269 +48	+22%	+$13K	﹤0.01%	760
2024 Q3	$58.2K	Buy	221 +10	+5%	+$2.59K	0.01%	662
2024 Q2	$50.6K	Buy	+211	New	+$43.4K	﹤0.01%	655
2022 Q1	–	Sell	-4	Closed	-$1K	–	1157
2021 Q4	$1K	Buy	+4	New	+$1.13K	﹤0.01%	975
2020 Q4	$1K	Buy	+3	New	+$668	﹤0.01%	693

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