F/M Investments’s Burlington BURL Stock Holding History

F/M Investments’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
2025 Q1	–	Sell	-7,518	Closed	-$2.14M	–	395
2024 Q4	$2.14M	Sell	7,518 -544	-7%	-$147K	0.08%	222
2024 Q3	$2.14M	Sell	8,062 -2	-0%	-$518	0.07%	208
2024 Q2	$1.94M	Buy	+8,064	New	+$1.66M	0.07%	208
2021 Q4	–	Sell	-8,327	Closed	-$2.36M	–	83
2021 Q3	$2.36M	Buy	+8,327	New	+$2.66M	1.69%	20

Other funds holding BURL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

F/M Investments's BURL Position: Q1 2025 in Review

F/M Investments sold out of Burlington (BURL) in Q1 2025, closing a stake of 7,518 shares — an estimated $2.14M sold.

F/M Investments first reported a position in BURL in Q3 2021 and held it in 4 quarters. The position peaked at $2.36M in Q3 2021. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

F/M Investments reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
F/M Investments sold 7,518 Burlington shares in Q1 2025, an estimated $2.14M.
F/M Investments first reported a position in Burlington in Q3 2021 and held it in 4 quarters.
F/M Investments's Burlington position peaked at $2.36M in Q3 2021.
546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on F/M Investments's 13F filing for Q1 2025, filed 14 May 2025.