GT
BURL icon

Greenleaf Trust’s Burlington BURL Stock Holding History

Greenleaf Trust’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
2026
Q1 		$244K Buy
750
+37
+5% +$11.3K ﹤0.01% 721
2025
Q4 		$206K Buy
+713
New +$193K ﹤0.01% 790
2025
Q1 		– Sell
-989
Closed -$282K – 803
2024
Q4 		$282K Buy
989
+34
+4% +$9.19K ﹤0.01% 671
2024
Q3 		$252K Buy
955
+28
+3% +$7.25K ﹤0.01% 728
2024
Q2 		$222K Buy
+927
New +$191K ﹤0.01% 723
2022
Q1 		– Sell
-1,011
Closed -$295K – 763
2021
Q4 		$295K Sell
1,011
-60
-6% -$16.9K ﹤0.01% 605
2021
Q3 		$304K Buy
1,071
+16
+2% +$5.12K ﹤0.01% 574
2021
Q2 		$340K Sell
1,055
-18
-2% -$5.73K ﹤0.01% 524
2021
Q1 		$321K Buy
1,073
+138
+15% +$37.5K ﹤0.01% 522
2020
Q4 		$245K Buy
+935
New +$208K ﹤0.01% 528

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return