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First Trust Direct Indexing’s Burlington BURL Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-1,200
Closed -$316K – 129
2024
Q3 		$316K Buy
1,200
+138
+13% +$35.7K 0.02% 708
2024
Q2 		$255K Buy
+1,062
New +$219K 0.02% 731

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Direct Indexing's BURL Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Burlington (BURL) in Q4 2024, closing a stake of 1,200 shares — an estimated $316K sold.

First Trust Direct Indexing first reported a position in BURL in Q2 2024 and held it in 2 quarters. The position peaked at $316K in Q3 2024. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,200 Burlington shares in Q4 2024, an estimated $316K.
  • First Trust Direct Indexing first reported a position in Burlington in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Burlington position peaked at $316K in Q3 2024.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.