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Concourse Financial Group Securities’s Burlington BURL Stock Holding History

Concourse Financial Group Securities’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
-2
Closed -$577 – 277
2024
Q4 		$577 Hold
2
– – ﹤0.01% 2140
2024
Q3 		$526 Hold
2
– – ﹤0.01% 2140
2024
Q2 		$480 Hold
2
– – ﹤0.01% 2203
2024
Q1 		$464 Hold
2
– – ﹤0.01% 2219
2023
Q4 		$388 Buy
+2
New +$298 ﹤0.01% 2204
2023
Q2 		– Sell
-3
Closed -$515 – 2340
2023
Q1 		$606 Buy
+3
New +$656 ﹤0.01% 2235
2022
Q3 		– Sell
-175
Closed -$25.5K – 2094
2022
Q2 		$24K Sell
175
-11
-6% -$1.99K ﹤0.01% 1382
2022
Q1 		$34K Sell
186
-41
-18% -$8.98K ﹤0.01% 1276
2021
Q4 		$66K Buy
227
+44
+24% +$12.4K ﹤0.01% 1171
2021
Q3 		$52K Buy
183
+21
+13% +$6.71K ﹤0.01% 1282
2021
Q2 		$52K Sell
162
-11
-6% -$3.5K ﹤0.01% 1292
2021
Q1 		$52K Sell
173
-12
-6% -$3.26K ﹤0.01% 1207
2020
Q4 		$48K Sell
185
-3
-2% -$668 ﹤0.01% 1162
2020
Q3 		$39K Buy
188
+104
+124% +$20.3K ﹤0.01% 1155
2020
Q2 		$17K Buy
84
+30
+56% +$5.65K ﹤0.01% 1348
2020
Q1 		$9K Sell
54
-3
-5% -$632 ﹤0.01% 1476
2019
Q4 		$13K Buy
57
+18
+46% +$3.76K ﹤0.01% 1375
2019
Q3 		$8K Sell
39
-20
-34% -$3.68K ﹤0.01% 1198
2019
Q2 		$10K Sell
59
-38
-39% -$6.21K ﹤0.01% 1481
2019
Q1 		$15K Buy
97
+3
+3% +$484 ﹤0.01% 1361
2018
Q4 		$15K Sell
94
-34
-27% -$5.49K ﹤0.01% 1270
2018
Q3 		$21K Buy
+128
New +$20.4K 0.01% 833

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Concourse Financial Group Securities's BURL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Burlington (BURL) in Q1 2025, closing a stake of 2 shares — an estimated $577 sold.

Concourse Financial Group Securities first reported a position in BURL in Q3 2018 and held it in 22 quarters. The position peaked at $66K in Q4 2021. 547 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2 Burlington shares in Q1 2025, an estimated $577.
  • Concourse Financial Group Securities first reported a position in Burlington in Q3 2018 and held it in 22 quarters.
  • Concourse Financial Group Securities's Burlington position peaked at $66K in Q4 2021.
  • 547 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.