CPG
BURL icon

Cornerstone Planning Group’s Burlington BURL Stock Holding History

Cornerstone Planning Group’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 		$3.75K Buy
12
+6
+100% +$1.84K ﹤0.01% 1161
2025
Q4 		$1.73K Buy
6
+1
+20% +$271 ﹤0.01% 1219
2025
Q3 		$1.37K Hold
5
– – ﹤0.01% 1240
2025
Q2 		$1.4K Hold
5
– – ﹤0.01% 1032
2025
Q1 		$1.09K Buy
5
+2
+67% +$518 ﹤0.01% 1113
2024
Q4 		$857 Hold
3
– – ﹤0.01% 989
2024
Q3 		$764 Hold
3
– – ﹤0.01% 1000
2024
Q2 		$738 Buy
+3
New +$617 ﹤0.01% 1012
2023
Q3 		– Sell
-6
Closed -$944 – 1225
2023
Q2 		$944 Buy
+6
New +$1.03K ﹤0.01% 1367
2022
Q4 		$1.34K Buy
+6
New +$958 ﹤0.01% 1288

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