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Lombard Odier Asset Management (USA)’s Burlington BURL Stock Holding History

Lombard Odier Asset Management (USA)’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
2024
Q4 		– Sell
-2,475
Closed -$652K – 301
2024
Q3 		$652K Buy
+2,475
New +$641K 0.04% 182
2023
Q3 		– Sell
-3,100
Closed -$488K – 344
2023
Q2 		$488K Buy
3,100
+800
+35% +$137K 0.01% 256
2023
Q1 		$465K Buy
+2,300
New +$503K 0.01% 214
2022
Q1 		– Sell
-863
Closed -$252K – 340
2021
Q4 		$252K Sell
863
-3,167
-79% -$890K 0.01% 290
2021
Q3 		$1.14M Buy
4,030
+1,525
+61% +$487K 0.05% 181
2021
Q2 		$807K Buy
2,505
+875
+54% +$279K 0.03% 223
2021
Q1 		$487K Buy
+1,630
New +$443K 0.02% 245
2019
Q2 		– Sell
-1,284
Closed -$201K – 237
2019
Q1 		$201K Buy
+1,284
New +$207K 0.02% 226
2017
Q1 		– Sell
-75,789
Closed -$6.42M – 212
2016
Q4 		$6.42M Sell
75,789
-49,211
-39% -$3.97M 0.82% 40
2016
Q3 		$10.1M Sell
125,000
-125,000
-50% -$9.67M 0.94% 24
2016
Q2 		$16.7M Buy
250,000
+200,000
+400% +$11.7M 2.02% 7
2016
Q1 		$2.81M Sell
50,000
-75,000
-60% -$3.92M 0.38% 95
2015
Q4 		$5.36M Sell
125,000
-26,628
-18% -$1.23M 0.52% 79
2015
Q3 		$7.74M Buy
151,628
+50,184
+49% +$2.68M 0.68% 48
2015
Q2 		$5.19M Sell
101,444
-17,036
-14% -$911K 0.37% 94
2015
Q1 		$7.04M Buy
+118,480
New +$6.36M 0.56% 64

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s BURL Position: Q4 2024 in Review

Lombard Odier Asset Management (USA) sold out of Burlington (BURL) in Q4 2024, closing a stake of 2,475 shares — an estimated $652K sold.

Lombard Odier Asset Management (USA) first reported a position in BURL in Q1 2015 and held it in 16 quarters. The position peaked at $16.7M in Q2 2016. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Lombard Odier Asset Management (USA) reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 2,475 Burlington shares in Q4 2024, an estimated $652K.
  • Lombard Odier Asset Management (USA) first reported a position in Burlington in Q1 2015 and held it in 16 quarters.
  • Lombard Odier Asset Management (USA)'s Burlington position peaked at $16.7M in Q2 2016.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2024, filed 14 Feb 2025.