Capital Advisors Ltd’s Burlington BURL Stock Holding History

Capital Advisors Ltd’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	$6K	Sell	18 -1	-5%	-$306	﹤0.01%	914
2025 Q4	$5K	Buy	19 +1	+6%	+$271	﹤0.01%	932
2025 Q3	$5K	Hold	18	–	–	﹤0.01%	909
2025 Q2	$4K	Hold	18	–	–	﹤0.01%	947
2025 Q1	$4K	Hold	18	–	–	﹤0.01%	937
2024 Q4	$5K	Hold	18	–	–	﹤0.01%	931
2024 Q3	$5K	Hold	18	–	–	﹤0.01%	908
2024 Q2	$4K	Buy	18 +4	+29%	+$823	﹤0.01%	931
2024 Q1	$3K	Hold	14	–	–	﹤0.01%	958
2023 Q4	$3K	Hold	14	–	–	﹤0.01%	929
2023 Q3	$2K	Sell	14 -17	-55%	-$2.73K	﹤0.01%	989
2023 Q2	$5K	Hold	31	–	–	﹤0.01%	822
2023 Q1	$6K	Sell	31 -11	-26%	-$2.4K	﹤0.01%	632
2022 Q4	$9K	Buy	42 +37	+740%	+$5.91K	﹤0.01%	571
2022 Q3	$1K	Buy	+5	New	+$728	﹤0.01%	970
2022 Q1	–	Sell	-2	Closed	-$1K	–	924
2021 Q4	$1K	Buy	+2	New	+$562	﹤0.01%	621

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