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Coppell Advisory Solutions’s Burlington BURL Stock Holding History

Coppell Advisory Solutions’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
-82
Closed -$23.4K – 533
2024
Q4 		$23.4K Sell
82
-10
-11% -$2.7K ﹤0.01% 819
2024
Q3 		$24.4K Sell
92
-2
-2% -$518 ﹤0.01% 779
2024
Q2 		$22.6K Buy
+94
New +$19.3K ﹤0.01% 734
2023
Q4 		$19.3K Buy
99
+28
+39% +$4.18K ﹤0.01% 753
2023
Q3 		$14.4K Sell
71
-37
-34% -$5.93K 0.01% 543
2023
Q2 		$16.6K Buy
+108
New +$18.5K ﹤0.01% 596
2023
Q1 		– Sell
-71
Closed -$14.4K – 315
2022
Q4 		$14.4K Buy
+71
New +$11.3K ﹤0.01% 547

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

Coppell Advisory Solutions's BURL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Burlington (BURL) in Q1 2025, closing a stake of 82 shares — an estimated $23.4K sold.

Coppell Advisory Solutions first reported a position in BURL in Q4 2022 and held it in 7 quarters. The position peaked at $24.4K in Q3 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 82 Burlington shares in Q1 2025, an estimated $23.4K.
  • Coppell Advisory Solutions first reported a position in Burlington in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Burlington position peaked at $24.4K in Q3 2024.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.