Headlands Technologies’s Burlington BURL Stock Holding History

Headlands Technologies’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	$557K	Buy	+1,713	New	+$525K	0.06%	334
2025 Q3	–	Sell	-650	Closed	-$151K	–	705
2025 Q2	$151K	Buy	+650	New	+$154K	0.02%	545
2025 Q1	–	Sell	-503	Closed	-$143K	–	1171
2024 Q4	$143K	Sell	503 -1,179	-70%	-$319K	0.01%	596
2024 Q3	$443K	Sell	1,682 -1,089	-39%	-$282K	0.05%	365
2024 Q2	$665K	Buy	+2,771	New	+$570K	0.07%	228
2024 Q1	–	Sell	-561	Closed	-$109K	–	1266
2023 Q4	$109K	Buy	+561	New	+$83.7K	0.03%	375
2023 Q3	–	Sell	-453	Closed	-$71.3K	–	945
2023 Q2	$71.3K	Sell	453 -332	-42%	-$57K	0.02%	426
2023 Q1	$159K	Buy	+785	New	+$172K	0.11%	147

Other funds holding BURL

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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