LMR Partners’s Burlington BURL Stock Holding History

LMR Partners’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	-57,750	Closed	-$16.5M	–	1394
2024 Q4	$16.5M	Buy	57,750 +57,150	+9,525%	+$15.4M	0.14%	147
2024 Q3	$158K	Buy	+600	New	+$155K	﹤0.01%	1015
2018 Q4	–	Sell	-62,168	Closed	-$10.1M	–	346
2018 Q3	$10.1M	Buy	+62,168	New	+$9.92M	0.64%	44
2016 Q3	–	Sell	-49,200	Closed	-$3.28M	–	351
2016 Q2	$3.28M	Buy	+49,200	New	+$2.89M	0.51%	41

Other funds holding BURL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

LMR Partners's BURL Position: Q1 2025 in Review

LMR Partners sold out of Burlington (BURL) in Q1 2025, closing a stake of 57,750 shares — an estimated $16.5M sold.

LMR Partners first reported a position in BURL in Q2 2016 and held it in 4 quarters. The position peaked at $16.5M in Q4 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

LMR Partners reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
LMR Partners sold 57,750 Burlington shares in Q1 2025, an estimated $16.5M.
LMR Partners first reported a position in Burlington in Q2 2016 and held it in 4 quarters.
LMR Partners's Burlington position peaked at $16.5M in Q4 2024.
546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on LMR Partners's 13F filing for Q1 2025, filed 15 May 2025.