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Challenger Wealth Management’s Burlington BURL Stock Holding History

Challenger 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
2025
Q3 		– Sell
-904
Closed -$210K – 75
2025
Q2 		$210K Buy
904
+4
+0.4% +$951 0.15% 104
2025
Q1 		$214K Hold
900
– – 0.17% 103
2024
Q4 		$257K Buy
+900
New +$243K 0.22% 91

Other funds holding BURL

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Challenger Wealth Management's BURL Position: Q3 2025 in Review

Challenger Wealth Management sold out of Burlington (BURL) in Q3 2025, closing a stake of 904 shares — an estimated $210K sold.

Challenger Wealth Management first reported a position in BURL in Q4 2024 and held it in 3 quarters. The position peaked at $257K in Q4 2024. 537 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Challenger Wealth Management reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • Challenger Wealth Management sold 904 Burlington shares in Q3 2025, an estimated $210K.
  • Challenger Wealth Management first reported a position in Burlington in Q4 2024 and held it in 3 quarters.
  • Challenger Wealth Management's Burlington position peaked at $257K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Challenger Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.