CWP
BURL icon

Capital Wealth Planning’s Burlington BURL Stock Holding History

Capital Wealth Planning’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
-905
Closed -$258K – 144
2024
Q4 		$258K Sell
905
-541
-37% -$146K ﹤0.01% 125
2024
Q3 		$381K Buy
+1,446
New +$374K ﹤0.01% 118

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Capital Wealth Planning's BURL Position: Q1 2025 in Review

Capital Wealth Planning sold out of Burlington (BURL) in Q1 2025, closing a stake of 905 shares — an estimated $258K sold.

Capital Wealth Planning first reported a position in BURL in Q3 2024 and held it in 2 quarters. The position peaked at $381K in Q3 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Capital Wealth Planning reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 905 Burlington shares in Q1 2025, an estimated $258K.
  • Capital Wealth Planning first reported a position in Burlington in Q3 2024 and held it in 2 quarters.
  • Capital Wealth Planning's Burlington position peaked at $381K in Q3 2024.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Capital Wealth Planning's 13F filing for Q1 2025, filed 12 May 2025.