Cassady Schiller Wealth Management’s Burlington BURL Stock Holding History

Cassady Schiller Wealth Management’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	$1.43K	Buy	+5	New	+$1.35K	﹤0.01%	686

Other funds holding BURL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's BURL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Burlington (BURL) in Q4 2024: 5 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #686 among its holdings.

571 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

Cassady Schiller Wealth Management held 5 shares of Burlington worth $1.43K as of Q4 2024.
Burlington was a new Cassady Schiller Wealth Management position in Q4 2024.
Burlington made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #686 holding.
571 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.