Capital Fund Management (CFM)
BURL icon

Capital Fund Management (CFM)’s Burlington BURL Stock Holding History

Capital Fund Management (CFM)’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
-22,400
Closed -$6.39M – 2008
2024
Q4 		$6.39M Buy
22,400
+6,900
+45% +$1.86M 0.02% 970
2024
Q3 		$4.08M Sell
15,500
-2,500
-14% -$647K 0.01% 1116
2024
Q2 		$4.32M Sell
18,000
-5,300
-23% -$1.09M 0.01% 1017
2024
Q1 		$5.41M Sell
23,300
-46,900
-67% -$9.57M 0.02% 1016
2023
Q4 		$13.7M Sell
70,200
-26,700
-28% -$3.98M 0.04% 619
2023
Q3 		$13.1M Sell
96,900
-1,900
-2% -$305K 0.05% 502
2023
Q2 		$15.6M Buy
98,800
+77,800
+370% +$13.4M 0.06% 409
2023
Q1 		$4.24M Buy
+21,000
New +$4.59M 0.02% 783
2018
Q4 		– Sell
-62,300
Closed -$10.2M – 1858
2018
Q3 		$10.2M Buy
62,300
+34,600
+125% +$5.52M 0.06% 487
2018
Q2 		$4.17M Sell
27,700
-20,200
-42% -$2.88M 0.02% 806
2018
Q1 		$6.38M Buy
47,900
+39,900
+499% +$4.93M 0.04% 596
2017
Q4 		$984K Buy
+8,000
New +$814K 0.01% 1226
2016
Q4 		– Sell
-7,900
Closed -$640K – 1650
2016
Q3 		$640K Buy
+7,900
New +$611K 0.01% 1115

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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

Capital Fund Management (CFM)'s BURL Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Burlington (BURL) in Q1 2026, closing a stake of 30,289 shares — an estimated $8.75M sold.

Capital Fund Management (CFM) first reported a position in BURL in Q2 2015 and held it in 24 quarters. The position peaked at $33.7M in Q3 2017. 625 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 30,289 Burlington shares in Q1 2026, an estimated $8.75M.
  • Capital Fund Management (CFM) first reported a position in Burlington in Q2 2015 and held it in 24 quarters.
  • Capital Fund Management (CFM)'s Burlington position peaked at $33.7M in Q3 2017.
  • 625 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.