Cerity Partners
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Cerity Partners’s Burlington BURL Stock Holding History

Cerity Partners’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
Q3 		$2.78M Sell
2025
Q2 		$2.83M Sell
2025
Q1 		$3.58M Buy
2024
Q4 		$4.01M Sell
2024
Q3 		$4.34M Buy
2024
Q2 		$3.14M Buy
2024
Q1 		$2.54M Buy
2019
Q2 		– Sell
2019
Q1 		$290K Buy
2018
Q4 		$245K Buy