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Belpointe Asset Management’s Burlington BURL Stock Holding History

Belpointe Asset Management’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
Q1 		– Sell
-997
Closed -$267K – 926
2024
Q4 		$267K Buy
+997
New +$269K 0.02% 698
2023
Q2 		– Sell
-53
Closed -$10.7K – 968
2023
Q1 		$10.7K Buy
53
+3
+6% +$656 ﹤0.01% 2680
2022
Q4 		$10.1K Buy
+50
New +$7.98K ﹤0.01% 2612
2020
Q1 		– Sell
-2,460
Closed -$561K – 641
2019
Q4 		$561K Buy
2,460
+249
+11% +$52K 0.07% 301
2019
Q3 		$442K Buy
+2,211
New +$407K 0.07% 312

Other funds holding BURL

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
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
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
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Belpointe Asset Management's BURL Position: Q1 2025 in Review

Belpointe Asset Management sold out of Burlington (BURL) in Q1 2025, closing a stake of 997 shares — an estimated $267K sold.

Belpointe Asset Management first reported a position in BURL in Q3 2019 and held it in 5 quarters. The position peaked at $561K in Q4 2019. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Belpointe Asset Management reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 997 Burlington shares in Q1 2025, an estimated $267K.
  • Belpointe Asset Management first reported a position in Burlington in Q3 2019 and held it in 5 quarters.
  • Belpointe Asset Management's Burlington position peaked at $561K in Q4 2019.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.