DZ Bank’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-54,387
| Closed | -$15.7M | – | 1011 |
|
|
2025
Q4 | $15.7M | Sell |
54,387
-7,730
| -12% | -$2.1M | 0.01% | 305 |
|
|
2025
Q3 | $15.8M | Sell |
62,117
-22,663
| -27% | -$6.16M | 0.01% | 315 |
|
|
2025
Q2 | $19.7M | Buy |
84,780
+84,430
| +24,123% | +$20.1M | 0.02% | 278 |
|
|
2025
Q1 | $83.4K | Buy |
+350
| New | +$90.7K | ﹤0.01% | 913 |
|
|
2024
Q4 | – | Sell |
-350
| Closed | -$92.2K | – | 951 |
|
|
2024
Q3 | $92.2K | Buy |
+350
| New | +$90.6K | ﹤0.01% | 903 |
|
|
2022
Q2 | – | Sell |
-7,196
| Closed | -$1.31M | – | 1024 |
|
|
2022
Q1 | $1.31M | Sell |
7,196
-120,188
| -94% | -$26.3M | ﹤0.01% | 687 |
|
|
2021
Q4 | $37.3M | Buy |
127,384
+29,271
| +30% | +$8.23M | 0.05% | 197 |
|
|
2021
Q3 | $27.8M | Buy |
98,113
+379
| +0.4% | +$121K | 0.04% | 221 |
|
|
2021
Q2 | $31.5M | Buy |
97,734
+2,137
| +2% | +$680K | 0.05% | 212 |
|
|
2021
Q1 | $28.6M | Sell |
95,597
-6,514
| -6% | -$1.77M | 0.05% | 209 |
|
|
2020
Q4 | $26.6M | Buy |
102,111
+18,416
| +22% | +$4.1M | 0.06% | 200 |
|
|
2020
Q3 | $17.2M | Buy |
83,695
+21,634
| +35% | +$4.21M | 0.04% | 226 |
|
|
2020
Q2 | $12.2M | Buy |
62,061
+60,024
| +2,947% | +$11.3M | 0.03% | 241 |
|
|
2020
Q1 | $323K | Buy |
2,037
+937
| +85% | +$197K | ﹤0.01% | 620 |
|
|
2019
Q4 | $253K | Buy |
1,100
+500
| +83% | +$105K | ﹤0.01% | 630 |
|
|
2019
Q3 | $120K | Hold |
600
| – | – | ﹤0.01% | 695 |
|
|
2019
Q2 | $102K | Sell |
600
-40,000
| -99% | -$6.54M | ﹤0.01% | 696 |
|
|
2019
Q1 | $6.36M | Buy |
+40,600
| New | +$6.55M | 0.02% | 323 |
|
|
2018
Q3 | – | Sell |
-546
| Closed | -$82K | – | 779 |
|
|
2018
Q2 | $82K | Sell |
546
-8,731
| -94% | -$1.24M | ﹤0.01% | 815 |
|
|
2018
Q1 | $1.24M | Buy |
+9,277
| New | +$1.15M | ﹤0.01% | 617 |
|
Other funds holding BURL
VPM
VCM
