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Clearstead Advisors’s Burlington BURL Stock Holding History

Clearstead Advisors’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
Q1 		$499K Buy
1,534
+1,292
+534% +$396K 0.01% 707
2025
Q4 		$69.9K Buy
242
+136
+128% +$36.9K ﹤0.01% 1252
2025
Q3 		$27K Sell
106
-51
-32% -$13.9K ﹤0.01% 1506
2025
Q2 		$36.5K Buy
157
+81
+107% +$19.3K ﹤0.01% 1396
2025
Q1 		$18.1K Sell
76
-12
-14% -$3.11K ﹤0.01% 1449
2024
Q4 		$25.1K Buy
88
+15
+21% +$4.05K ﹤0.01% 1321
2024
Q3 		$19.2K Buy
+73
New +$18.9K ﹤0.01% 1432
2024
Q2 		– Sell
-16
Closed -$3.1K – 2034
2024
Q1 		$3.1K Buy
16
+8
+100% +$1.63K ﹤0.01% 1252
2023
Q4 		$1.56K Buy
+8
New +$1.19K ﹤0.01% 1329
2021
Q2 		– Sell
-18
Closed -$5K – 1261
2021
Q1 		$5K Buy
+18
New +$4.89K ﹤0.01% 862

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return