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LGT Financial Advisors’s Burlington BURL Stock Holding History

LGT Financial Advisors’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
-46
Closed -$13.1K – 358
2024
Q4 		$13.1K Hold
46
– – 0.03% 391
2024
Q3 		$12.1K Hold
46
– – 0.03% 377
2024
Q2 		$11K Buy
+46
New +$9.47K 0.02% 451

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 $3.38T AUM 44.17% 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

LGT Financial Advisors's BURL Position: Q1 2025 in Review

LGT Financial Advisors sold out of Burlington (BURL) in Q1 2025, closing a stake of 46 shares — an estimated $13.1K sold.

LGT Financial Advisors first reported a position in BURL in Q2 2024 and held it in 3 quarters. The position peaked at $13.1K in Q4 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • LGT Financial Advisors reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 46 Burlington shares in Q1 2025, an estimated $13.1K.
  • LGT Financial Advisors first reported a position in Burlington in Q2 2024 and held it in 3 quarters.
  • LGT Financial Advisors's Burlington position peaked at $13.1K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.