Blue Trust Inc’s Burlington BURL Stock Holding History

Blue Trust Inc’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	$78.1K	Sell	240 -126	-34%	-$38.6K	﹤0.01%	1132
2025 Q4	$106K	Sell	366 -32	-8%	-$8.68K	﹤0.01%	1035
2025 Q3	$101K	Sell	398 -9	-2%	-$2.44K	﹤0.01%	1064
2025 Q2	$94.7K	Buy	407 +55	+16%	+$13.1K	﹤0.01%	1070
2025 Q1	$83.9K	Buy	352 +93	+36%	+$24.1K	﹤0.01%	1074
2024 Q4	$73.8K	Sell	259 -388	-60%	-$105K	﹤0.01%	1064
2024 Q3	$155K	Buy	647 +460	+246%	+$119K	﹤0.01%	993
2024 Q2	$43.4K	Buy	187 +161	+619%	+$33.1K	﹤0.01%	1306
2024 Q1	$6.04K	Sell	26 -63	-71%	-$12.9K	﹤0.01%	1586
2023 Q4	$12K	Buy	89 +38	+75%	+$5.67K	﹤0.01%	1507
2023 Q3	$8K	Buy	+51	New	+$8.18K	﹤0.01%	1463
2023 Q2	–	Sell	-71	Closed	-$15K	–	2057
2023 Q1	$15K	Buy	71 +28	+65%	+$6.12K	﹤0.01%	1475
2022 Q4	$5K	Buy	43 +12	+39%	+$1.92K	﹤0.01%	1708
2022 Q3	$4K	Buy	+31	New	+$4.51K	﹤0.01%	1607

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