First Hawaiian Bank’s Burlington BURL Stock Holding History

First Hawaiian Bank’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	-2,326	Closed	-$663K	–	187
2024 Q4	$663K	Sell	2,326 -559	-19%	-$151K	0.02%	543
2024 Q3	$760K	Buy	+2,885	New	+$747K	0.02%	497
2023 Q2	–	Sell	-3,490	Closed	-$705K	–	882
2023 Q1	$705K	Buy	3,490 +160	+5%	+$35K	0.02%	479
2022 Q4	$675K	Buy	+3,330	New	+$532K	0.02%	467
2022 Q3	–	Sell	-8,187	Closed	-$1.11M	–	846
2022 Q2	$1.11M	Buy	8,187 +13	+0.2%	+$2.35K	0.04%	326
2022 Q1	$1.49M	Sell	8,174 -1	-0%	-$219	0.05%	276
2021 Q4	$2.38M	Buy	8,175 +6,600	+419%	+$1.86M	0.07%	202
2021 Q3	$447K	Hold	1,575	–	–	0.02%	552
2021 Q2	$507K	Hold	1,575	–	–	0.02%	508
2021 Q1	$471K	Hold	1,575	–	–	0.02%	555
2020 Q4	$412K	Hold	1,575	–	–	0.02%	552
2020 Q3	$324K	Buy	+1,575	New	+$307K	0.02%	569
2019 Q2	–	Sell	-1,307	Closed	-$205K	–	876
2019 Q1	$205K	Sell	1,307 -4,950	-79%	-$798K	0.01%	735
2018 Q4	$1.02M	Buy	6,257 +137	+2%	+$22.1K	0.06%	226
2018 Q3	$997K	Buy	+6,120	New	+$977K	0.05%	276

Other funds holding BURL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return