DiNuzzo Private Wealth’s Burlington BURL Stock Holding History

DiNuzzo Private Wealth’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	$2.85K	Sell	9 -2	-18%	-$645	﹤0.01%	555
2026 Q1	$3.58K	Buy	11 +2	+22%	+$613	﹤0.01%	464
2025 Q4	$2.6K	Sell	9 -1	-10%	-$271	﹤0.01%	552
2025 Q3	$2.91K	Buy	10 +1	+11%	+$272	﹤0.01%	514
2025 Q2	$2.09K	Hold	9	–	–	﹤0.01%	602
2025 Q1	$2.15K	Sell	9 -1	-10%	-$259	﹤0.01%	576
2024 Q4	$2.85K	Sell	10 -1	-9%	-$270	﹤0.01%	483
2024 Q3	$2.9K	Buy	11 +4	+57%	+$1.03K	﹤0.01%	481
2024 Q2	$1.68K	Buy	7 +1	+17%	+$206	﹤0.01%	583
2024 Q1	$1.39K	Hold	6	–	–	﹤0.01%	607
2023 Q4	$1.17K	Buy	+6	New	+$895	﹤0.01%	649

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