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Chase Investment Counsel’s Burlington BURL Stock Holding History

Chase Investment Counsel’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
-1,369
Closed -$390K – 127
2024
Q4 		$390K Buy
1,369
+58
+4% +$15.7K 0.13% 109
2024
Q3 		$345K Buy
+1,311
New +$339K 0.11% 112
2020
Q1 		– Sell
-2,610
Closed -$595K – 75
2019
Q4 		$595K Buy
+2,610
New +$546K 0.3% 64
2019
Q1 		– Sell
-31,646
Closed -$5.15M – 99
2018
Q4 		$5.15M Buy
31,646
+4,325
+16% +$698K 3.07% 8
2018
Q3 		$4.45M Sell
27,321
-594
-2% -$94.8K 2.3% 16
2018
Q2 		$4.2M Sell
27,915
-1,654
-6% -$235K 2.26% 17
2018
Q1 		$3.94M Sell
29,569
-597
-2% -$73.8K 2.04% 20
2017
Q4 		$3.71M Sell
30,166
-1,800
-6% -$183K 1.96% 23
2017
Q3 		$3.05M Sell
31,966
-8,585
-21% -$754K 1.6% 30
2017
Q2 		$3.73M Buy
40,551
+29,086
+254% +$2.8M 1.81% 25
2017
Q1 		$1.11M Buy
+11,465
New +$1.02M 0.54% 50

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

Chase Investment Counsel's BURL Position: Q1 2025 in Review

Chase Investment Counsel sold out of Burlington (BURL) in Q1 2025, closing a stake of 1,369 shares — an estimated $390K sold.

Chase Investment Counsel first reported a position in BURL in Q1 2017 and held it in 11 quarters. The position peaked at $5.15M in Q4 2018. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Chase Investment Counsel reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 1,369 Burlington shares in Q1 2025, an estimated $390K.
  • Chase Investment Counsel first reported a position in Burlington in Q1 2017 and held it in 11 quarters.
  • Chase Investment Counsel's Burlington position peaked at $5.15M in Q4 2018.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Chase Investment Counsel's 13F filing for Q1 2025, filed 12 May 2025.