FORA Capital’s Burlington BURL Stock Holding History

FORA Capital’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	–	Sell	-19,895	Closed	-$6.47M	–	387
2026 Q1	$6.47M	Buy	19,895 +13,024	+190%	+$3.99M	0.47%	63
2025 Q4	$1.98M	Buy	+6,871	New	+$1.86M	0.24%	111
2023 Q3	–	Sell	-11,248	Closed	-$1.77M	–	464
2023 Q2	$1.77M	Buy	11,248 +2,116	+23%	+$363K	0.25%	110
2023 Q1	$1.85M	Buy	+9,132	New	+$2M	0.18%	158
2022 Q4	–	Sell	-16,539	Closed	-$1.85M	–	479
2022 Q3	$1.85M	Buy	16,539 +5,797	+54%	+$844K	0.36%	78
2022 Q2	$1.46M	Buy	10,742 +2,173	+25%	+$393K	0.29%	108
2022 Q1	$1.63M	Buy	+8,569	New	+$1.88M	0.29%	100
2021 Q2	–	Sell	-1,767	Closed	-$528K	–	893
2021 Q1	$528K	Buy	+1,767	New	+$480K	0.17%	144
2020 Q3	–	Sell	-3,555	Closed	-$700K	–	679
2020 Q2	$700K	Buy	+3,555	New	+$670K	0.24%	111
2020 Q1	–	Sell	-11,239	Closed	-$2.56M	–	1056
2019 Q4	$2.56M	Buy	+11,239	New	+$2.35M	0.26%	94

Other funds holding BURL

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

FORA Capital's BURL Position: Q2 2026 in Review

FORA Capital sold out of Burlington (BURL) in Q2 2026, closing a stake of 19,895 shares — an estimated $6.47M sold.

FORA Capital first reported a position in BURL in Q4 2019 and held it in 10 quarters. The position peaked at $6.47M in Q1 2026. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

FORA Capital reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
FORA Capital sold 19,895 Burlington shares in Q2 2026, an estimated $6.47M.
FORA Capital first reported a position in Burlington in Q4 2019 and held it in 10 quarters.
FORA Capital's Burlington position peaked at $6.47M in Q1 2026.
653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.