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Liberty One Investment Management’s Burlington BURL Stock Holding History

Liberty One Investment 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
Q3 		– Sell
-2,571
Closed -$598K – 144
2025
Q2 		$598K Sell
2,571
-122
-5% -$29K 0.06% 113
2025
Q1 		$642K Sell
2,693
-99
-4% -$25.7K 0.06% 111
2024
Q4 		$796K Sell
2,792
-221
-7% -$59.7K 0.09% 94
2024
Q3 		$794K Sell
3,013
-167
-5% -$43.2K 0.08% 101
2024
Q2 		$763K Buy
+3,180
New +$654K 0.09% 102

Other funds holding BURL

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
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
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
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
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Liberty One Investment Management's BURL Position: Q3 2025 in Review

Liberty One Investment Management sold out of Burlington (BURL) in Q3 2025, closing a stake of 2,571 shares — an estimated $598K sold.

Liberty One Investment Management first reported a position in BURL in Q2 2024 and held it in 5 quarters. The position peaked at $796K in Q4 2024. 538 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Liberty One Investment Management reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 2,571 Burlington shares in Q3 2025, an estimated $598K.
  • Liberty One Investment Management first reported a position in Burlington in Q2 2024 and held it in 5 quarters.
  • Liberty One Investment Management's Burlington position peaked at $796K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Liberty One Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.