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BURL icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return