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Inspire Advisors’s Burlington BURL Stock Holding History

Inspire 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
2024
Q4 		– Sell
-2,635
Closed -$694K – 426
2024
Q3 		$694K Buy
2,635
+213
+9% +$55.1K 0.08% 157
2024
Q2 		$581K Sell
2,422
-260
-10% -$53.5K 0.08% 176
2024
Q1 		$623K Sell
2,682
-223
-8% -$45.5K 0.09% 161
2023
Q4 		$565K Buy
2,905
+1,017
+54% +$152K 0.08% 156
2023
Q3 		$255K Buy
1,888
+354
+23% +$56.8K 0.05% 226
2023
Q2 		$241K Buy
1,534
+323
+27% +$55.4K 0.05% 198
2023
Q1 		$245K Sell
1,211
-250
-17% -$54.6K 0.06% 162
2022
Q4 		$296K Buy
+1,461
New +$233K 0.07% 99
2021
Q1 		– Sell
-275
Closed -$72K – 185
2020
Q4 		$72K Buy
+275
New +$61.3K 0.03% 183

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return