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HighPoint Advisor Group’s Burlington BURL Stock Holding History

HighPoint Advisor Group’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
-1,411
Closed -$408K – 702
2025
Q4 		$408K Buy
1,411
+221
+19% +$60K 0.01% 730
2025
Q3 		$303K Sell
1,190
-9
-0.8% -$2.44K 0.01% 532
2025
Q2 		$279K Sell
1,199
-1
-0.1% -$238 0.01% 541
2025
Q1 		$273K Buy
1,200
+20
+2% +$5.18K 0.02% 517
2024
Q4 		$301K Sell
1,180
-68
-5% -$18.4K 0.02% 507
2024
Q3 		$303K Buy
1,248
+60
+5% +$15.5K 0.02% 488
2024
Q2 		$306K Buy
1,188
+34
+3% +$7K 0.02% 466
2024
Q1 		$224K Buy
1,154
+146
+14% +$29.8K 0.02% 568
2023
Q4 		$229K Buy
+1,008
New +$150K 0.02% 545
2017
Q1 		– Sell
-6,454
Closed -$572K – 281
2016
Q4 		$572K Buy
6,454
+681
+12% +$55K 0.18% 149
2016
Q3 		$447K Buy
+5,773
New +$446K 0.16% 171

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighPoint Advisor Group's BURL Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Burlington (BURL) in Q1 2026, closing a stake of 1,411 shares — an estimated $408K sold.

HighPoint Advisor Group first reported a position in BURL in Q3 2016 and held it in 11 quarters. The position peaked at $572K in Q4 2016. 626 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 1,411 Burlington shares in Q1 2026, an estimated $408K.
  • HighPoint Advisor Group first reported a position in Burlington in Q3 2016 and held it in 11 quarters.
  • HighPoint Advisor Group's Burlington position peaked at $572K in Q4 2016.
  • 626 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.