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Fourth Dimension Wealth’s Burlington BURL Stock Holding History

Fourth Dimension Wealth’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
Q2 		– Sell
-505
Closed -$120K – 608
2025
Q1 		$120K Sell
505
-25
-5% -$6.48K 0.06% 145
2024
Q4 		$151K Buy
+530
New +$143K 0.08% 121

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fourth Dimension Wealth's BURL Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of Burlington (BURL) in Q2 2025, closing a stake of 505 shares — an estimated $120K sold.

Fourth Dimension Wealth first reported a position in BURL in Q4 2024 and held it in 2 quarters. The position peaked at $151K in Q4 2024. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 505 Burlington shares in Q2 2025, an estimated $120K.
  • Fourth Dimension Wealth first reported a position in Burlington in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's Burlington position peaked at $151K in Q4 2024.
  • 507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.