Chevy Chase Trust’s Burlington BURL Stock Holding History

Chevy Chase Trust’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
2026 Q2	–	Sell	-761	Closed	-$248K	–	651
2026 Q1	$248K	Sell	761 -4	-0.5%	-$1.23K	﹤0.01%	626
2025 Q4	$221K	Buy	+765	New	+$208K	﹤0.01%	628
2025 Q1	–	Sell	-761	Closed	-$217K	–	634
2024 Q4	$217K	Hold	761	–	–	﹤0.01%	626
2024 Q3	$201K	Buy	+761	New	+$197K	﹤0.01%	619
2023 Q2	–	Sell	-1,000	Closed	-$202K	–	623
2023 Q1	$202K	Hold	1,000	–	–	﹤0.01%	628
2022 Q4	$203K	Buy	+1,000	New	+$160K	﹤0.01%	639
2022 Q1	–	Sell	-1,000	Closed	-$292K	–	648
2021 Q4	$292K	Hold	1,000	–	–	﹤0.01%	645
2021 Q3	$284K	Hold	1,000	–	–	﹤0.01%	632
2021 Q2	$322K	Hold	1,000	–	–	﹤0.01%	636
2021 Q1	$299K	Sell	1,000 -376	-27%	-$102K	﹤0.01%	636
2020 Q4	$360K	Buy	1,376 +376	+38%	+$83.8K	﹤0.01%	614
2020 Q3	$206K	Buy	+1,000	New	+$195K	﹤0.01%	630
2020 Q1	–	Sell	-1,027	Closed	-$234K	–	682
2019 Q4	$234K	Buy	1,027 +27	+3%	+$5.64K	﹤0.01%	652
2019 Q3	$200K	Buy	+1,000	New	+$184K	﹤0.01%	639

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chevy Chase Trust's BURL Position: Q2 2026 in Review

Chevy Chase Trust sold out of Burlington (BURL) in Q2 2026, closing a stake of 761 shares — an estimated $248K sold.

Chevy Chase Trust first reported a position in BURL in Q3 2019 and held it in 14 quarters. The position peaked at $360K in Q4 2020. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Chevy Chase Trust reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
Chevy Chase Trust sold 761 Burlington shares in Q2 2026, an estimated $248K.
Chevy Chase Trust first reported a position in Burlington in Q3 2019 and held it in 14 quarters.
Chevy Chase Trust's Burlington position peaked at $360K in Q4 2020.
653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.