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GeoWealth Management’s Burlington BURL Stock Holding History

GeoWealth Management’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
-240
Closed -$68.4K – 1158
2024
Q4 		$68.4K Sell
240
-91
-27% -$24.6K ﹤0.01% 1058
2024
Q3 		$87.2K Buy
+331
New +$85.7K ﹤0.01% 921

Other funds holding BURL

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
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 $3.38T AUM 44.17% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

GeoWealth Management's BURL Position: Q1 2025 in Review

GeoWealth Management sold out of Burlington (BURL) in Q1 2025, closing a stake of 240 shares — an estimated $68.4K sold.

GeoWealth Management first reported a position in BURL in Q3 2024 and held it in 2 quarters. The position peaked at $87.2K in Q3 2024. 547 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • GeoWealth Management reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 240 Burlington shares in Q1 2025, an estimated $68.4K.
  • GeoWealth Management first reported a position in Burlington in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Burlington position peaked at $87.2K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.