Global Financial Private Client’s Burlington BURL Stock Holding History

Global Financial Private Client’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	-31	Closed	-$7.39K	–	414
2025 Q1	$7.39K	Buy	31 +6	+24%	+$1.55K	﹤0.01%	633
2024 Q4	$7.13K	Buy	25 +3	+14%	+$811	﹤0.01%	604
2024 Q3	$5.8K	Hold	22	–	–	﹤0.01%	625
2024 Q2	$5.28K	Hold	22	–	–	﹤0.01%	502
2024 Q1	$5.03K	Hold	22	–	–	﹤0.01%	520
2023 Q4	$4.28K	Hold	22	–	–	﹤0.01%	527
2023 Q3	$2.91K	Hold	22	–	–	﹤0.01%	546
2023 Q2	$3.5K	Hold	22	–	–	﹤0.01%	528
2023 Q1	$4.53K	Hold	22	–	–	﹤0.01%	511
2022 Q4	$4.46K	Hold	22	–	–	﹤0.01%	498
2022 Q3	$2.54K	Hold	22	–	–	﹤0.01%	513
2022 Q2	$3.04K	Hold	22	–	–	﹤0.01%	484
2022 Q1	$4K	Hold	22	–	–	﹤0.01%	480
2021 Q4	$6.41K	Hold	22	–	–	﹤0.01%	434
2021 Q3	$6.27K	Hold	22	–	–	﹤0.01%	384
2021 Q2	$7.18K	Hold	22	–	–	﹤0.01%	384
2021 Q1	$6.58K	Hold	22	–	–	﹤0.01%	341
2020 Q4	$5.75K	Hold	22	–	–	﹤0.01%	344
2020 Q3	$4.59K	Hold	22	–	–	﹤0.01%	348
2020 Q2	$4.31K	Hold	22	–	–	﹤0.01%	397
2020 Q1	$3.21K	Hold	22	–	–	﹤0.01%	417
2019 Q4	$5.02K	Buy	+22	New	+$4.6K	﹤0.01%	415

Other funds holding BURL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Global Financial Private Client's BURL Position: Q2 2025 in Review

Global Financial Private Client sold out of Burlington (BURL) in Q2 2025, closing a stake of 31 shares — an estimated $7.39K sold.

Global Financial Private Client first reported a position in BURL in Q4 2019 and held it in 22 quarters. The position peaked at $7.39K in Q1 2025. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

Global Financial Private Client reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 31 Burlington shares in Q2 2025, an estimated $7.39K.
Global Financial Private Client first reported a position in Burlington in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Burlington position peaked at $7.39K in Q1 2025.
507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.