CVA Family Office’s Burlington BURL Stock Holding History

CVA Family Office’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	$22.1K	Buy	68 +63	+1,260%	+$19.3K	﹤0.01%	772
2025 Q4	$1.44K	Hold	5	–	–	﹤0.01%	1038
2025 Q3	$1.27K	Buy	5 +2	+67%	+$543	﹤0.01%	1086
2025 Q2	$698	Sell	3 -2	-40%	-$475	﹤0.01%	1153
2025 Q1	$1.19K	Buy	5 +2	+67%	+$518	﹤0.01%	1074
2024 Q4	$855	Sell	3 -2	-40%	-$540	﹤0.01%	1118
2024 Q3	$1.32K	Buy	5 +2	+67%	+$518	﹤0.01%	1035
2024 Q2	$720	Buy	+3	New	+$617	﹤0.01%	1118
2022 Q4	–	Sell	-60	Closed	-$7K	–	949
2022 Q3	$7K	Buy	+60	New	+$8.74K	﹤0.01%	670
2021 Q3	–	Sell	-10	Closed	-$3K	–	434
2021 Q2	$3K	Buy	+10	New	+$3.18K	﹤0.01%	823

Other funds holding BURL

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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