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Dorsey & Whitney Trust’s Burlington BURL Stock Holding History

Dorsey & Whitney Trust’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 		$303K Sell
930
-39
-4% -$11.9K 0.02% 561
2025
Q4 		$280K Sell
969
-41
-4% -$11.1K 0.01% 581
2025
Q3 		$257K Buy
1,010
+3
+0.3% +$815 0.01% 585
2025
Q2 		$234K Sell
1,007
-45
-4% -$10.7K 0.01% 599
2025
Q1 		$251K Buy
1,052
+128
+14% +$33.2K 0.01% 572
2024
Q4 		$263K Buy
924
+1
+0.1% +$270 0.01% 560
2024
Q3 		$243K Buy
+923
New +$239K 0.01% 590
2019
Q1 		– Sell
-1,332
Closed -$216K – 405
2018
Q4 		$216K Buy
1,332
+31
+2% +$5.01K 0.04% 322
2018
Q3 		$211K Sell
1,301
-155
-11% -$24.7K 0.03% 379
2018
Q2 		$220K Sell
1,456
-535
-27% -$76.1K 0.04% 339
2018
Q1 		$265K Sell
1,991
-564
-22% -$69.7K 0.05% 270
2017
Q4 		$314K Sell
2,555
-307
-11% -$31.3K 0.06% 227
2017
Q3 		$273K Hold
2,862
– – 0.05% 252
2017
Q2 		$263K Sell
2,862
-856
-23% -$82.3K 0.05% 256
2017
Q1 		$362K Sell
3,718
-863
-19% -$76.4K 0.07% 194
2016
Q4 		$388K Sell
4,581
-595
-11% -$48K 0.09% 159
2016
Q3 		$420K Buy
5,176
+409
+9% +$31.6K 0.1% 153
2016
Q2 		$318K Buy
4,767
+145
+3% +$8.51K 0.07% 182
2016
Q1 		$260K Buy
+4,622
New +$241K 0.07% 194

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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

Dorsey & Whitney Trust's BURL Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Burlington (BURL) stake by 4% in Q1 2026, selling an estimated $11.9K and leaving 930 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #561.

Dorsey & Whitney Trust first reported a position in BURL in Q1 2016 and has held it in 19 quarters since. The position peaked at $420K in Q3 2016. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Dorsey & Whitney Trust held 930 shares of Burlington worth $303K as of Q1 2026.
  • Dorsey & Whitney Trust sold 39 Burlington shares in Q1 2026, an estimated $11.9K.
  • Burlington made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #561 holding.
  • Dorsey & Whitney Trust first reported a position in Burlington in Q1 2016 and has held it in 19 quarters since.
  • Dorsey & Whitney Trust's Burlington position peaked at $420K in Q3 2016.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.