HI
BURL icon

Harbour Investments’s Burlington BURL Stock Holding History

Harbour Investments’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 		$38.4K Buy
118
+8
+7% +$2.45K ﹤0.01% 2483
2025
Q4 		$31.8K Buy
110
+34
+45% +$9.22K ﹤0.01% 2190
2025
Q3 		$19.3K Buy
76
+1
+1% +$272 ﹤0.01% 2360
2025
Q2 		$17.4K Buy
75
+5
+7% +$1.19K ﹤0.01% 2294
2025
Q1 		$16.7K Buy
70
+1
+1% +$259 ﹤0.01% 2272
2024
Q4 		$19.7K Sell
69
-3
-4% -$811 ﹤0.01% 2136
2024
Q3 		$19K Buy
72
+56
+350% +$14.5K ﹤0.01% 2083
2024
Q2 		$3.84K Sell
16
-1
-6% -$206 ﹤0.01% 2610
2024
Q1 		$3.95K Buy
17
+2
+13% +$408 ﹤0.01% 2587
2023
Q4 		$2.92K Buy
+15
New +$2.24K ﹤0.01% 2584
2023
Q2 		– Sell
-92
Closed -$18.6K – 3037
2023
Q1 		$18.6K Sell
92
-14
-13% -$3.06K ﹤0.01% 1771
2022
Q4 		$21.5K Buy
106
+14
+15% +$2.23K ﹤0.01% 1647
2022
Q3 		$13K Hold
92
– – ﹤0.01% 1814
2022
Q2 		$13K Buy
+92
New +$16.7K ﹤0.01% 1814
2021
Q4 		$27K Sell
92
-3
-3% -$844 ﹤0.01% 1530
2021
Q3 		$27K Sell
95
-7
-7% -$2.24K ﹤0.01% 2128
2021
Q2 		$33K Buy
102
+2
+2% +$637 ﹤0.01% 2036
2021
Q1 		$30K Buy
+100
New +$27.2K ﹤0.01% 1961

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
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VPM
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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