High Note Wealth’s Burlington BURL Stock Holding History

High Note Wealth’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 Q3	–	Sell	-22	Closed	-$5.12K	–	890
2025 Q2	$5.12K	Hold	22	–	–	﹤0.01%	416
2025 Q1	$5.24K	Hold	22	–	–	﹤0.01%	394
2024 Q4	$6.27K	Buy	+22	New	+$5.95K	﹤0.01%	370

Other funds holding BURL

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

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

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SIM

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

High Note Wealth's BURL Position: Q3 2025 in Review

High Note Wealth sold out of Burlington (BURL) in Q3 2025, closing a stake of 22 shares — an estimated $5.12K sold.

High Note Wealth first reported a position in BURL in Q4 2024 and held it in 3 quarters. The position peaked at $6.27K in Q4 2024. 537 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

High Note Wealth reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 22 Burlington shares in Q3 2025, an estimated $5.12K.
High Note Wealth first reported a position in Burlington in Q4 2024 and held it in 3 quarters.
High Note Wealth's Burlington position peaked at $6.27K in Q4 2024.
537 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.