Inspire Investing’s Burlington BURL Stock Holding History

Inspire Investing’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	$3.21K	Buy	10 +1	+11%	+$306	﹤0.01%	992
2025 Q4	$2.73K	Buy	+9	New	+$2.44K	﹤0.01%	974
2024 Q3	–	Sell	-5,109	Closed	-$1.23M	–	840
2024 Q2	$1.23M	Buy	5,109 +3,161	+162%	+$650K	0.14%	173
2024 Q1	$452K	Sell	1,948 -582	-23%	-$119K	0.05%	293
2023 Q4	$492K	Sell	2,530 -202	-7%	-$30.1K	0.05%	294
2023 Q3	$370K	Sell	2,732 -2,173	-44%	-$349K	0.05%	296
2023 Q2	$772K	Buy	4,905 +1,258	+34%	+$216K	0.09%	227
2023 Q1	$737K	Buy	3,647 +46	+1%	+$10.1K	0.09%	182
2022 Q4	$730K	Buy	3,601 +1,146	+47%	+$183K	0.09%	187
2022 Q3	$275K	Sell	2,455 -8,380	-77%	-$1.22M	0.04%	281
2022 Q2	$1.48M	Buy	10,835 +577	+6%	+$104K	0.2%	105
2022 Q1	$1.87M	Buy	10,258 +495	+5%	+$108K	0.22%	110
2021 Q4	$2.85M	Buy	9,763 +1,045	+12%	+$294K	0.33%	81
2021 Q3	$2.47M	Buy	+8,718	New	+$2.79M	0.31%	79
2020 Q4	–	Sell	-3,379	Closed	-$696K	–	634
2020 Q3	$696K	Buy	+3,379	New	+$658K	0.19%	117

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