CX Institutional’s Burlington BURL Stock Holding History

CX Institutional’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 Q2	$24K	Buy	75 +6	+9%	+$1.94K	﹤0.01%	1129
2026 Q1	$22K	Buy	69 +40	+138%	+$12.3K	﹤0.01%	1105
2025 Q4	$8K	Hold	29	–	–	﹤0.01%	1215
2025 Q3	$7K	Hold	29	–	–	﹤0.01%	1233
2025 Q2	$7K	Hold	29	–	–	﹤0.01%	1073
2025 Q1	$7K	Buy	+29	New	+$7.51K	﹤0.01%	1036
2022 Q3	–	Sell	-29	Closed	-$4K	–	546
2022 Q2	$4K	Buy	+29	New	+$5.25K	﹤0.01%	1047
2021 Q4	–	Sell	-29	Closed	-$8K	–	405
2021 Q3	$8K	Hold	29	–	–	﹤0.01%	848
2021 Q2	$9K	Hold	29	–	–	﹤0.01%	838
2021 Q1	$9K	Sell	29 -6	-17%	-$1.63K	﹤0.01%	773
2020 Q4	$9K	Buy	35 +6	+21%	+$1.34K	﹤0.01%	730
2020 Q3	$6K	Hold	29	–	–	﹤0.01%	722
2020 Q2	$6K	Hold	29	–	–	﹤0.01%	638
2020 Q1	$5K	Hold	29	–	–	﹤0.01%	538
2019 Q4	$7K	Hold	29	–	–	﹤0.01%	482
2019 Q3	$6K	Buy	29 +21	+263%	+$3.86K	﹤0.01%	534
2019 Q2	$1K	Buy	+8	New	+$1.31K	﹤0.01%	818

Other funds holding BURL

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM