Ethic Inc’s Burlington BURL Stock Holding History

Ethic Inc’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	$1.05M	Buy	3,233 +180	+6%	+$55.1K	0.02%	644
2025 Q4	$882K	Buy	3,053 +24	+0.8%	+$6.51K	0.01%	683
2025 Q3	$771K	Sell	3,029 -383	-11%	-$104K	0.01%	710
2025 Q2	$787K	Sell	3,412 -337	-9%	-$80.1K	0.01%	686
2025 Q1	$910K	Buy	3,749 +225	+6%	+$58.3K	0.02%	620
2024 Q4	$1M	Buy	3,524 +1,751	+99%	+$473K	0.02%	601
2024 Q3	$412K	Buy	1,773 +196	+12%	+$50.7K	0.01%	808
2024 Q2	$378K	Sell	1,577 -196	-11%	-$40.3K	0.01%	843
2024 Q1	$412K	Buy	1,773 +446	+34%	+$91K	0.01%	808
2023 Q4	$258K	Buy	+1,327	New	+$198K	0.01%	918
2023 Q2	–	Sell	-1,188	Closed	-$240K	–	981
2023 Q1	$240K	Buy	1,188 +73	+7%	+$16K	0.01%	848
2022 Q4	$226K	Buy	+1,115	New	+$178K	0.01%	792
2022 Q1	–	Sell	-808	Closed	-$236K	–	751
2021 Q4	$236K	Sell	808 -160	-17%	-$45K	0.02%	573
2021 Q3	$274K	Sell	968 -40	-4%	-$12.8K	0.03%	502
2021 Q2	$325K	Buy	+1,008	New	+$321K	0.04%	426

Other funds holding BURL

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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