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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $3.37T AUM 44.26% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Globeflex Capital's BURL Position: Q4 2024 in Review

Globeflex Capital sold out of Burlington (BURL) in Q4 2024, closing a stake of 1,000 shares — an estimated $263K sold.

Globeflex Capital first reported a position in BURL in Q1 2015 and held it in 15 quarters. The position peaked at $3.37M in Q4 2018. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Globeflex Capital reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • Globeflex Capital sold 1,000 Burlington shares in Q4 2024, an estimated $263K.
  • Globeflex Capital first reported a position in Burlington in Q1 2015 and held it in 15 quarters.
  • Globeflex Capital's Burlington position peaked at $3.37M in Q4 2018.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Globeflex Capital's 13F filing for Q4 2024, filed 10 Feb 2025.