Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Burlington BURL Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	–	Sell	-5,000	Closed	-$1.44M	–	1492
2025 Q4	$1.44M	Hold	5,000	–	–	﹤0.01%	986
2025 Q3	$1.27M	Buy	+5,000	New	+$1.36M	﹤0.01%	835
2024 Q4	–	Sell	-7,800	Closed	-$2.06M	–	1000
2024 Q3	$2.06M	Buy	+7,800	New	+$2.02M	﹤0.01%	653
2024 Q2	–	Sell	-1,110	Closed	-$258K	–	990
2024 Q1	$258K	Buy	+1,110	New	+$226K	﹤0.01%	748
2023 Q2	–	Sell	-772	Closed	-$156K	–	1197
2023 Q1	$156K	Sell	772 -528	-41%	-$115K	﹤0.01%	1001
2022 Q4	$264K	Hold	1,300	–	–	﹤0.01%	1116
2022 Q3	$145K	Hold	1,300	–	–	﹤0.01%	1261
2022 Q2	$177K	Sell	1,300 -53	-4%	-$9.59K	﹤0.01%	1238
2022 Q1	$246K	Buy	+1,353	New	+$296K	﹤0.01%	1323
2021 Q4	–	Sell	-1,537	Closed	-$436K	–	1701
2021 Q3	$436K	Buy	1,537 +1,427	+1,297%	+$456K	﹤0.01%	1245
2021 Q2	$35K	Buy	+110	New	+$35K	﹤0.01%	1676
2020 Q1	–	Sell	-52,500	Closed	-$12M	–	841
2019 Q4	$12M	Buy	+52,500	New	+$11M	0.05%	242

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 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 $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's BURL Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Burlington (BURL) in Q1 2026, closing a stake of 5,000 shares — an estimated $1.44M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in BURL in Q4 2019 and held it in 12 quarters. The position peaked at $12M in Q4 2019. 626 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 5,000 Burlington shares in Q1 2026, an estimated $1.44M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Burlington in Q4 2019 and held it in 12 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Burlington position peaked at $12M in Q4 2019.
626 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.