CGPCS
BURL icon

Capital Group Private Client Services’s Burlington BURL Stock Holding History

Capital Group Private Client Services’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 		$4.42M Buy
13,590
+2,017
+17% +$618K 0.07% 114
2025
Q4 		$3.34M Sell
11,573
-183
-2% -$49.6K 0.05% 152
2025
Q3 		$2.99M Sell
11,756
-37,578
-76% -$10.2M 0.05% 159
2025
Q2 		$11.5M Sell
49,334
-955
-2% -$227K 0.1% 137
2025
Q1 		$12M Sell
50,289
-1,340
-3% -$347K 0.12% 138
2024
Q4 		$14.7M Sell
51,629
-1,262
-2% -$341K 0.14% 132
2024
Q3 		$13.9M Sell
52,891
-904
-2% -$234K 0.13% 137
2024
Q2 		$12.9M Sell
53,795
-958
-2% -$197K 0.13% 136
2024
Q1 		$12.7M Sell
54,753
-1,795
-3% -$366K 0.13% 139
2023
Q4 		$11M Buy
+56,548
New +$8.44M 0.11% 136

Other funds holding BURL

BlackRock
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
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