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Buckingham Capital Management (Ohio)’s Burlington BURL Stock Holding History

Buckingham Capital Management (Ohio)’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
2024
Q4 		$4.97M Buy
17,419
+10,693
+159% +$2.89M 0.57% 42
2024
Q3 		$1.77M Buy
+6,726
New +$1.74M 0.2% 72

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s BURL Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its Burlington (BURL) stake by 159% in Q4 2024, buying an estimated $2.89M and bringing the position to 17,419 shares worth $4.97M. The position accounts for 0.57% of the portfolio, ranked #42.

Buckingham Capital Management (Ohio) first reported a position in BURL in Q3 2024 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 17,419 shares of Burlington worth $4.97M as of Q4 2024.
  • Buckingham Capital Management (Ohio) bought 10,693 Burlington shares in Q4 2024, an estimated $2.89M.
  • Burlington made up 0.57% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #42 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Burlington in Q3 2024 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.