HM Payson & Co’s Burlington BURL Stock Holding History

HM Payson & Co’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	$1.3K	Hold	4	–	–	﹤0.01%	1069
2025 Q4	$1.16K	Hold	4	–	–	﹤0.01%	1105
2025 Q3	$1.02K	Hold	4	–	–	﹤0.01%	1049
2025 Q2	$931	Hold	4	–	–	﹤0.01%	960
2025 Q1	$954	Hold	4	–	–	﹤0.01%	1005
2024 Q4	$1.14K	Hold	4	–	–	﹤0.01%	993
2024 Q3	$1.05K	Buy	+4	New	+$1.03K	﹤0.01%	1019
2022 Q1	–	Sell	-13	Closed	-$4K	–	1061
2021 Q4	$4K	Hold	13	–	–	﹤0.01%	959
2021 Q3	$4K	Hold	13	–	–	﹤0.01%	918
2021 Q2	$4K	Hold	13	–	–	﹤0.01%	905
2021 Q1	$4K	Hold	13	–	–	﹤0.01%	961
2020 Q4	$3K	Buy	+13	New	+$2.9K	﹤0.01%	966

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