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	-100	Closed	-$26.3K	–	425
2024 Q3	$26.3K	Buy	+100	New	+$25.9K	﹤0.01%	420

Other funds holding BURL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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.