LCM
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Logan Capital Management’s Burlington BURL Stock Holding History

Logan Capital 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
2026
Q1 		– Sell
-58,953
Closed -$18.1M – 309
2025
Q4 		$17M Buy
58,953
+4,019
+7% +$1.09M 0.72% 31
2025
Q3 		$14M Buy
54,934
+1,114
+2% +$303K 0.59% 39
2025
Q2 		$12.5M Sell
53,820
-679
-1% -$161K 0.58% 46
2025
Q1 		$13M Sell
54,499
-212
-0.4% -$54.9K 0.59% 50
2024
Q4 		$15.6M Sell
54,711
-1,643
-3% -$444K 0.65% 42
2024
Q3 		$14.8M Buy
56,354
+4,695
+9% +$1.22M 0.61% 48
2024
Q2 		$12.4M Sell
51,659
-908
-2% -$187K 0.53% 53
2024
Q1 		$12.2M Buy
52,567
+5,985
+13% +$1.22M 0.52% 57
2023
Q4 		$9.06M Sell
46,582
-7,969
-15% -$1.19M 0.42% 73
2023
Q3 		$7.38M Buy
54,551
+20,966
+62% +$3.36M 0.38% 79
2023
Q2 		$5.29M Sell
33,585
-363
-1% -$62.3K 0.25% 105
2023
Q1 		$6.86M Buy
33,948
+1,057
+3% +$231K 0.33% 87
2022
Q4 		$6.67M Sell
32,891
-954
-3% -$152K 0.34% 86
2022
Q3 		$3.79M Buy
33,845
+4,241
+14% +$618K 0.23% 110
2022
Q2 		$4.03M Buy
29,604
+11,676
+65% +$2.11M 0.23% 110
2022
Q1 		$3.27M Buy
17,928
+2,216
+14% +$486K 0.16% 131
2021
Q4 		$4.58M Sell
15,712
-675
-4% -$190K 0.2% 116
2021
Q3 		$4.65M Buy
16,387
+15,737
+2,421% +$5.03M 0.22% 117
2021
Q2 		$209K Buy
+650
New +$207K 0.01% 282

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Logan Capital Management's BURL Position: Q1 2026 in Review

Logan Capital Management sold out of Burlington (BURL) in Q1 2026, closing a stake of 58,953 shares — an estimated $18.1M sold.

Logan Capital Management first reported a position in BURL in Q2 2021 and held it in 19 quarters. The position peaked at $17M in Q4 2025. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Logan Capital Management reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 58,953 Burlington shares in Q1 2026, an estimated $18.1M.
  • Logan Capital Management first reported a position in Burlington in Q2 2021 and held it in 19 quarters.
  • Logan Capital Management's Burlington position peaked at $17M in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.