BFG
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Bleakley Financial Group’s Burlington BURL Stock Holding History

Bleakley Financial Group’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
-2,381
Closed -$679K – 574
2024
Q4 		$679K Buy
2,381
+173
+8% +$46.7K 0.02% 525
2024
Q3 		$582K Buy
2,208
+205
+10% +$53.1K 0.02% 555
2024
Q2 		$481K Buy
2,003
+101
+5% +$20.8K 0.01% 627
2024
Q1 		$442K Buy
1,902
+260
+16% +$53.1K 0.01% 652
2023
Q4 		$319K Buy
+1,642
New +$245K 0.01% 717

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 $3.38T AUM 44.17% 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

Bleakley Financial Group's BURL Position: Q1 2025 in Review

Bleakley Financial Group sold out of Burlington (BURL) in Q1 2025, closing a stake of 2,381 shares — an estimated $679K sold.

Bleakley Financial Group first reported a position in BURL in Q4 2023 and held it in 5 quarters. The position peaked at $679K in Q4 2024. 547 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Bleakley Financial Group reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 2,381 Burlington shares in Q1 2025, an estimated $679K.
  • Bleakley Financial Group first reported a position in Burlington in Q4 2023 and held it in 5 quarters.
  • Bleakley Financial Group's Burlington position peaked at $679K in Q4 2024.
  • 547 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.