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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 – 507
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 $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 $3.38T AUM 44.17% 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

Jaffetilchin Investment Partners's BURL Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Burlington (BURL) in Q4 2024, closing a stake of 19 shares — an estimated $5.01K sold.

Jaffetilchin Investment Partners first reported a position in BURL in Q4 2016 and held it in 7 quarters. The position peaked at $638K in Q4 2018. 573 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 19 Burlington shares in Q4 2024, an estimated $5.01K.
  • Jaffetilchin Investment Partners first reported a position in Burlington in Q4 2016 and held it in 7 quarters.
  • Jaffetilchin Investment Partners's Burlington position peaked at $638K in Q4 2018.
  • 573 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.