HHM Wealth Advisors’s Burlington BURL Stock Holding History

HHM Wealth Advisors’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
2025 Q1	–	Sell	-1	Closed	-$286	–	938
2024 Q4	$286	Buy	+1	New	+$270	﹤0.01%	951

Other funds holding BURL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

HHM Wealth Advisors's BURL Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Burlington (BURL) in Q1 2025, closing a stake of 1 share — an estimated $286 sold.

HHM Wealth Advisors first reported a position in BURL in Q4 2024 and held it in 1 quarter. The position peaked at $286 in Q4 2024. 547 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

HHM Wealth Advisors reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 1 Burlington share in Q1 2025, an estimated $286.
HHM Wealth Advisors first reported a position in Burlington in Q4 2024 and held it in 1 quarter.
HHM Wealth Advisors's Burlington position peaked at $286 in Q4 2024.
547 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.