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 Q3	$57K	Buy	212 +137	+183%	+$42.5K	﹤0.01%	990
2026 Q2	$24K	Buy	75 +6	+9%	+$1.94K	﹤0.01%	1129
2026 Q1	$22K	Buy	69 +40	+138%	+$12.2K	﹤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	+$7.52K	﹤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

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CX Institutional's BURL Position: Q3 2026 in Review

CX Institutional increased its Burlington (BURL) stake by 183% in Q3 2026, buying an estimated $42.5K and bringing the position to 212 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

CX Institutional first reported a position in BURL in Q2 2019 and has held it in 18 quarters since. 93 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

CX Institutional held 212 shares of Burlington worth $57K as of Q3 2026.
CX Institutional bought 137 Burlington shares in Q3 2026, an estimated $42.5K.
Burlington made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #990 holding.
CX Institutional first reported a position in Burlington in Q2 2019 and has held it in 18 quarters since.
93 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.