LC
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Lindbrook Capital’s Burlington BURL Stock Holding History

Lindbrook Capital’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 		$55.5K Sell
233
-36
-13% -$9.33K 0.01% 952
2024
Q4 		$76.7K Buy
269
+5
+2% +$1.35K 0.01% 639
2024
Q3 		$69.6K Buy
264
+40
+18% +$10.4K 0.01% 686
2024
Q2 		$53.8K Buy
224
+42
+23% +$8.64K 0.01% 762
2024
Q1 		$42.3K Buy
182
+6
+3% +$1.22K ﹤0.01% 839
2023
Q4 		$34.2K Buy
176
+94
+115% +$14K ﹤0.01% 915
2023
Q3 		$11.1K Sell
82
-7
-8% -$1.12K ﹤0.01% 1358
2023
Q2 		$14K Buy
89
+5
+6% +$858 ﹤0.01% 1271
2023
Q1 		$17K Buy
84
+3
+4% +$656 ﹤0.01% 1151
2022
Q4 		$16.4K Buy
81
+68
+523% +$10.9K ﹤0.01% 1168
2022
Q3 		$1K Sell
13
-9
-41% -$1.31K ﹤0.01% 2255
2022
Q2 		$3K Sell
22
-29
-57% -$5.25K ﹤0.01% 1754
2022
Q1 		$9K Sell
51
-28
-35% -$6.14K ﹤0.01% 1315
2021
Q4 		$23K Buy
79
+9
+13% +$2.53K ﹤0.01% 969
2021
Q3 		$20K Buy
70
+7
+11% +$2.24K 0.01% 737
2021
Q2 		$20K Hold
63
– – ﹤0.01% 776
2021
Q1 		$19K Buy
63
+24
+62% +$6.52K ﹤0.01% 762
2020
Q4 		$10K Buy
39
+3
+8% +$668 ﹤0.01% 890
2020
Q3 		$7K Hold
36
– – ﹤0.01% 944
2020
Q2 		$7K Buy
36
+17
+89% +$3.2K ﹤0.01% 951
2020
Q1 		$3K Sell
19
-17
-47% -$3.58K ﹤0.01% 1161
2019
Q4 		$8K Buy
36
+17
+89% +$3.55K ﹤0.01% 970
2019
Q3 		$4K Buy
19
+10
+111% +$1.84K ﹤0.01% 1097
2019
Q2 		$1K Hold
9
– – ﹤0.01% 1308
2019
Q1 		$1K Hold
9
– – ﹤0.01% 1286
2018
Q4 		$1K Buy
+9
New +$1.45K ﹤0.01% 1239

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 $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $9.47B AUM 60.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Lindbrook Capital's BURL Position: Q1 2025 in Review

Lindbrook Capital reduced its Burlington (BURL) stake by 13% in Q1 2025, selling an estimated $9.33K and leaving 233 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #952.

Lindbrook Capital first reported a position in BURL in Q4 2018 and has held it in 26 quarters since. The position peaked at $76.7K in Q4 2024. 547 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Lindbrook Capital held 233 shares of Burlington worth $55.5K as of Q1 2025.
  • Lindbrook Capital sold 36 Burlington shares in Q1 2025, an estimated $9.33K.
  • Burlington made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #952 holding.
  • Lindbrook Capital first reported a position in Burlington in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Burlington position peaked at $76.7K in Q4 2024.
  • 547 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.