Concord Wealth Partners’s Burlington BURL Stock Holding History

Concord Wealth 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
2026 Q1	–	Sell	-188	Closed	-$54.3K	–	277
2025 Q4	$54.3K	Hold	188	–	–	0.01%	316
2025 Q3	$47.8K	Hold	188	–	–	0.01%	346
2025 Q2	$43.7K	Hold	188	–	–	0.01%	364
2025 Q1	$44.8K	Hold	188	–	–	0.01%	331
2024 Q4	$53.6K	Hold	188	–	–	0.01%	320
2024 Q3	$49.5K	Hold	188	–	–	0.01%	337
2024 Q2	$45.1K	Hold	188	–	–	0.01%	322
2024 Q1	$43.7K	Hold	188	–	–	0.01%	371
2023 Q4	$36.6K	Sell	188 -8	-4%	-$1.19K	0.01%	399
2023 Q3	$26.5K	Hold	196	–	–	0.01%	469
2023 Q2	$30.8K	Hold	196	–	–	0.01%	432
2023 Q1	$39.6K	Hold	196	–	–	0.01%	381
2022 Q4	$39.7K	Buy	+196	New	+$31.3K	0.01%	407
2022 Q3	–	Sell	-196	Closed	-$27K	–	288
2022 Q2	$27K	Hold	196	–	–	0.01%	475
2022 Q1	$36K	Hold	196	–	–	0.01%	487
2021 Q4	$57K	Hold	196	–	–	0.01%	432
2021 Q3	$56K	Hold	196	–	–	0.02%	196
2021 Q2	$63K	Hold	196	–	–	0.02%	309
2021 Q1	$59K	Buy	196 +8	+4%	+$2.17K	0.02%	307
2020 Q4	$49K	Buy	+188	New	+$41.9K	0.04%	209

Other funds holding BURL

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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