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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 – 184
2020
Q4 		$72K Buy
+275
New +$61.3K 0.03% 183

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Inspire Advisors's BURL Position: Q4 2024 in Review

Inspire Advisors sold out of Burlington (BURL) in Q4 2024, closing a stake of 2,635 shares — an estimated $694K sold.

Inspire Advisors first reported a position in BURL in Q4 2020 and held it in 9 quarters. The position peaked at $694K in Q3 2024. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Inspire Advisors reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • Inspire Advisors sold 2,635 Burlington shares in Q4 2024, an estimated $694K.
  • Inspire Advisors first reported a position in Burlington in Q4 2020 and held it in 9 quarters.
  • Inspire Advisors's Burlington position peaked at $694K in Q3 2024.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Inspire Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.