Envestnet Portfolio Solutions
BURL icon

Envestnet Portfolio Solutions’s Burlington BURL Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-835
Closed -$241K – 1313
2025
Q4 		$241K Buy
835
+20
+2% +$5.43K ﹤0.01% 1391
2025
Q3 		$207K Sell
815
-249
-23% -$67.6K ﹤0.01% 1412
2025
Q2 		$248K Sell
1,064
-497
-32% -$118K ﹤0.01% 1421
2025
Q1 		$372K Sell
1,561
-2,392
-61% -$620K ﹤0.01% 1183
2024
Q4 		$1.13M Sell
3,953
-70
-2% -$18.9K ﹤0.01% 874
2024
Q3 		$1.06M Buy
4,023
+249
+7% +$64.4K ﹤0.01% 871
2024
Q2 		$906K Buy
3,774
+542
+17% +$112K ﹤0.01% 891
2024
Q1 		$750K Buy
3,232
+501
+18% +$102K ﹤0.01% 953
2023
Q4 		$531K Buy
2,731
+207
+8% +$30.9K ﹤0.01% 1020
2023
Q3 		$341K Buy
+2,524
New +$405K ﹤0.01% 1161

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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