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Evergreen Capital Management’s Burlington BURL Stock Holding History

Evergreen Capital Management’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 		$628K Sell
1,982
-462
-19% -$149K 0.01% 771
2026
Q1 		$795K Buy
2,444
+1,244
+104% +$381K 0.02% 569
2025
Q4 		$347K Sell
1,200
-198
-14% -$53.7K 0.01% 955
2025
Q3 		$356K Buy
+1,398
New +$380K 0.01% 855
2025
Q1 		– Sell
-1,291
Closed -$368K – 1104
2024
Q4 		$368K Buy
1,291
+134
+12% +$36.2K 0.01% 639
2024
Q3 		$305K Buy
+1,157
New +$299K 0.01% 709

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's BURL Position: Q2 2026 in Review

Evergreen Capital Management reduced its Burlington (BURL) stake by 19% in Q2 2026, selling an estimated $149K and leaving 1,982 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #771.

Evergreen Capital Management first reported a position in BURL in Q3 2024 and has held it in 6 quarters since. The position peaked at $795K in Q1 2026. 651 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Evergreen Capital Management held 1,982 shares of Burlington worth $628K as of Q2 2026.
  • Evergreen Capital Management sold 462 Burlington shares in Q2 2026, an estimated $149K.
  • Burlington made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #771 holding.
  • Evergreen Capital Management first reported a position in Burlington in Q3 2024 and has held it in 6 quarters since.
  • Evergreen Capital Management's Burlington position peaked at $795K in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.