LJAC
BURL icon

L.J. Altfest & Co’s Burlington BURL Stock Holding History

L.J. Altfest & Co’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
Q2 		– Sell
-3,235
Closed -$771K – 340
2025
Q1 		$771K Buy
3,235
+868
+37% +$225K 0.1% 150
2024
Q4 		$675K Buy
2,367
+489
+26% +$132K 0.09% 166
2024
Q3 		$495K Sell
1,878
-431
-19% -$112K 0.07% 210
2024
Q2 		$554K Buy
2,309
+194
+9% +$39.9K 0.08% 176
2024
Q1 		$491K Sell
2,115
-832
-28% -$170K 0.07% 198
2023
Q4 		$573K Buy
2,947
+878
+42% +$131K 0.08% 167
2023
Q3 		$280K Buy
2,069
+460
+29% +$73.8K 0.04% 250
2023
Q2 		$253K Sell
1,609
-21
-1% -$3.6K 0.04% 262
2023
Q1 		$329K Buy
1,630
+13
+0.8% +$2.84K 0.05% 214
2022
Q4 		$328K Buy
+1,617
New +$258K 0.05% 203

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

L.J. Altfest & Co's BURL Position: Q2 2025 in Review

L.J. Altfest & Co sold out of Burlington (BURL) in Q2 2025, closing a stake of 3,235 shares — an estimated $771K sold.

L.J. Altfest & Co first reported a position in BURL in Q4 2022 and held it in 10 quarters. The position peaked at $771K in Q1 2025. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

  • L.J. Altfest & Co reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 3,235 Burlington shares in Q2 2025, an estimated $771K.
  • L.J. Altfest & Co first reported a position in Burlington in Q4 2022 and held it in 10 quarters.
  • L.J. Altfest & Co's Burlington position peaked at $771K in Q1 2025.
  • 507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.