JIP
BURL icon

Jaffetilchin Investment Partners’s Burlington BURL Stock Holding History

Jaffetilchin Investment Partners’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
-19
Closed -$5.01K – 508
2024
Q3 		$5.01K Buy
+19
New +$4.92K ﹤0.01% 1035
2019
Q1 		– Sell
-3,920
Closed -$638K – 289
2018
Q4 		$638K Buy
3,920
+2,397
+157% +$387K 0.16% 95
2018
Q3 		$248K Sell
1,523
-1,051
-41% -$168K 0.05% 255
2018
Q2 		$387K Sell
2,574
-1,875
-42% -$267K 0.09% 198
2018
Q1 		$592K Buy
+4,449
New +$550K 0.13% 135
2017
Q4 		– Sell
-5,478
Closed -$523K – 237
2017
Q3 		$523K Buy
+5,478
New +$481K 0.12% 147
2017
Q1 		– Sell
-4,165
Closed -$353K – 258
2016
Q4 		$353K Buy
+4,165
New +$336K 0.11% 161

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