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Custom Index Systems’s Burlington BURL Stock Holding History

Custom Index Systems’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
Q2 		– Sell
-1,518
Closed -$362K – 243
2025
Q1 		$362K Sell
1,518
-364
-19% -$94.3K 0.18% 177
2024
Q4 		$536K Sell
1,882
-6
-0.3% -$1.62K 0.29% 94
2024
Q3 		$497K Sell
1,888
-595
-24% -$154K 0.27% 110
2024
Q2 		$596K Buy
2,483
+731
+42% +$150K 0.34% 63
2024
Q1 		$407K Sell
1,752
-440
-20% -$89.8K 0.23% 137
2023
Q4 		$426K Buy
+2,192
New +$327K 0.26% 102

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Custom Index Systems's BURL Position: Q2 2025 in Review

Custom Index Systems sold out of Burlington (BURL) in Q2 2025, closing a stake of 1,518 shares — an estimated $362K sold.

Custom Index Systems first reported a position in BURL in Q4 2023 and held it in 6 quarters. The position peaked at $596K in Q2 2024. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

  • Custom Index Systems reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
  • Custom Index Systems sold 1,518 Burlington shares in Q2 2025, an estimated $362K.
  • Custom Index Systems first reported a position in Burlington in Q4 2023 and held it in 6 quarters.
  • Custom Index Systems's Burlington position peaked at $596K in Q2 2024.
  • 507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Custom Index Systems's 13F filing for Q2 2025, filed 13 Aug 2025.