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Bell Investment Advisors’s Burlington BURL Stock Holding History

Bell Investment Advisors’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 		$2.6K Hold
8
– – ﹤0.01% 1229
2025
Q4 		$2.31K Hold
8
– – ﹤0.01% 1301
2025
Q3 		$2.04K Hold
8
– – ﹤0.01% 1322
2025
Q2 		$1.86K Hold
8
– – ﹤0.01% 1389
2025
Q1 		$1.91K Hold
8
– – ﹤0.01% 1323
2024
Q4 		$2.28K Hold
8
– – ﹤0.01% 1280
2024
Q3 		$2.11K Hold
8
– – ﹤0.01% 1333
2024
Q2 		$1.92K Hold
8
– – ﹤0.01% 1369
2024
Q1 		$1.86K Hold
8
– – ﹤0.01% 1388
2023
Q4 		$1.56K Sell
8
-3
-27% -$448 ﹤0.01% 1438
2023
Q3 		$1.49K Hold
11
– – ﹤0.01% 1414
2023
Q2 		$1.73K Sell
11
-5
-31% -$858 ﹤0.01% 1370
2023
Q1 		$3.23K Hold
16
– – ﹤0.01% 1003
2022
Q4 		$3.24K Sell
16
-1
-6% -$160 ﹤0.01% 1026
2022
Q3 		$2K Hold
17
– – ﹤0.01% 1056
2022
Q2 		$2K Buy
+17
New +$3.08K ﹤0.01% 1107
2021
Q4 		$3K Sell
11
-2
-15% -$562 ﹤0.01% 952
2021
Q3 		$4K Buy
+13
New +$4.16K ﹤0.01% 776

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VPM
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VCM
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T. Rowe Price Investment Management
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Morgan Stanley
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State Street
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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