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Counterpoint Mutual Funds’s Burlington BURL Stock Holding History

Counterpoint Mutual Funds’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
2024
Q4 		– Sell
-865
Closed -$228K – 301
2024
Q3 		$228K Buy
+865
New +$224K 0.04% 253
2023
Q4 		– Sell
-1,493
Closed -$202K – 133
2023
Q3 		$202K Buy
+1,493
New +$239K 0.17% 59

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Counterpoint Mutual Funds's BURL Position: Q4 2024 in Review

Counterpoint Mutual Funds sold out of Burlington (BURL) in Q4 2024, closing a stake of 865 shares — an estimated $228K sold.

Counterpoint Mutual Funds first reported a position in BURL in Q3 2023 and held it in 2 quarters. The position peaked at $228K in Q3 2024. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Counterpoint Mutual Funds reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 865 Burlington shares in Q4 2024, an estimated $228K.
  • Counterpoint Mutual Funds first reported a position in Burlington in Q3 2023 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Burlington position peaked at $228K in Q3 2024.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2024, filed 10 Feb 2025.