GC
BURL icon

Globeflex Capital’s Burlington BURL Stock Holding History

Globeflex 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
2024
Q4 		– Sell
-1,000
Closed -$263K – 440
2024
Q3 		$263K Hold
1,000
– – 0.03% 302
2024
Q2 		$240K Buy
1,000
+400
+67% +$82.3K 0.03% 300
2024
Q1 		$139K Buy
+600
New +$122K 0.01% 357
2019
Q1 		– Sell
-20,711
Closed -$3.37M – 435
2018
Q4 		$3.37M Buy
20,711
+911
+5% +$147K 0.8% 15
2018
Q3 		$3.23M Sell
19,800
-170
-0.9% -$27.1K 0.63% 20
2018
Q2 		$3.01M Buy
19,970
+1,735
+10% +$247K 0.61% 17
2018
Q1 		$2.43M Buy
18,235
+7,379
+68% +$912K 0.51% 34
2017
Q4 		$1.34M Sell
10,856
-828
-7% -$84.3K 0.37% 72
2017
Q3 		$1.11M Sell
11,684
-14,921
-56% -$1.31M 0.32% 110
2017
Q2 		$2.45M Buy
26,605
+5,354
+25% +$515K 0.6% 25
2017
Q1 		$2.07M Buy
21,251
+1,678
+9% +$149K 0.49% 35
2016
Q4 		$1.66M Buy
19,573
+6,910
+55% +$558K 0.41% 54
2016
Q3 		$1.03M Buy
+12,663
New +$979K 0.26% 145
2015
Q3 		– Sell
-28,589
Closed -$1.46M – 504
2015
Q2 		$1.46M Buy
28,589
+61
+0.2% +$3.26K 0.27% 111
2015
Q1 		$1.7M Buy
+28,528
New +$1.53M 0.32% 93

Other funds holding BURL

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return