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Jupiter Asset Management’s Burlington BURL Stock Holding History

Jupiter Asset Management’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
2025
Q1 		– Sell
-40,335
Closed -$11.5M – 437
2024
Q4 		$11.5M Sell
40,335
-76,373
-65% -$20.6M 0.11% 214
2024
Q3 		$30.8M Buy
+116,708
New +$30.2M 0.27% 128
2023
Q4 		– Sell
-111,390
Closed -$15.1M – 468
2023
Q3 		$15.1M Buy
111,390
+69,553
+166% +$11.2M 0.17% 164
2023
Q2 		$6.58M Buy
+41,837
New +$7.18M 0.07% 254
2021
Q2 		– Sell
-883
Closed -$264K – 593
2021
Q1 		$264K Buy
+883
New +$240K ﹤0.01% 532

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Jupiter Asset Management's BURL Position: Q1 2025 in Review

Jupiter Asset Management sold out of Burlington (BURL) in Q1 2025, closing a stake of 40,335 shares — an estimated $11.5M sold.

Jupiter Asset Management first reported a position in BURL in Q1 2021 and held it in 5 quarters. The position peaked at $30.8M in Q3 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Jupiter Asset Management reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 40,335 Burlington shares in Q1 2025, an estimated $11.5M.
  • Jupiter Asset Management first reported a position in Burlington in Q1 2021 and held it in 5 quarters.
  • Jupiter Asset Management's Burlington position peaked at $30.8M in Q3 2024.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Jupiter Asset Management's 13F filing for Q1 2025, filed 9 May 2025.