MAI Capital Management’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $573K | Buy |
1,760
+1,733
| +6,419% | +$531K | ﹤0.01% | 971 |
|
|
2025
Q4 | $7.8K | Sell |
27
-17
| -39% | -$4.61K | ﹤0.01% | 2948 |
|
|
2025
Q3 | $11.2K | Sell |
44
-58
| -57% | -$15.8K | ﹤0.01% | 2699 |
|
|
2025
Q2 | $23.7K | Buy |
102
+45
| +79% | +$10.7K | ﹤0.01% | 2265 |
|
|
2025
Q1 | $13.6K | Buy |
57
+41
| +256% | +$10.6K | ﹤0.01% | 2353 |
|
|
2024
Q4 | $4.56K | Buy |
+16
| New | +$4.32K | ﹤0.01% | 2806 |
|
|
2022
Q3 | – | Sell |
-3,498
| Closed | -$477K | – | 959 |
|
|
2022
Q2 | $477K | Sell |
3,498
-65
| -2% | -$11.8K | 0.01% | 558 |
|
|
2022
Q1 | $649K | Buy |
3,563
+135
| +4% | +$29.6K | 0.01% | 489 |
|
|
2021
Q4 | $999K | Buy |
3,428
+130
| +4% | +$36.6K | 0.02% | 411 |
|
|
2021
Q3 | $935K | Buy |
3,298
+28
| +0.9% | +$8.95K | 0.02% | 382 |
|
|
2021
Q2 | $1.05M | Buy |
3,270
+14
| +0.4% | +$4.46K | 0.02% | 348 |
|
|
2021
Q1 | $973K | Sell |
3,256
-50
| -2% | -$13.6K | 0.02% | 338 |
|
|
2020
Q4 | $865K | Sell |
3,306
-124
| -4% | -$27.6K | 0.02% | 353 |
|
|
2020
Q3 | $707K | Sell |
3,430
-949
| -22% | -$185K | 0.02% | 333 |
|
|
2020
Q2 | $862K | Sell |
4,379
-361
| -8% | -$68K | 0.03% | 311 |
|
|
2020
Q1 | $751K | Buy |
4,740
+72
| +2% | +$15.2K | 0.03% | 300 |
|
|
2019
Q4 | $1.06M | Sell |
4,668
-900
| -16% | -$188K | 0.03% | 267 |
|
|
2019
Q3 | $1.11M | Buy |
5,568
+185
| +3% | +$34K | 0.05% | 230 |
|
|
2019
Q2 | $916K | Sell |
5,383
-50
| -0.9% | -$8.17K | 0.04% | 257 |
|
|
2019
Q1 | $851K | Sell |
5,433
-395
| -7% | -$63.7K | 0.04% | 236 |
|
|
2018
Q4 | $948K | Sell |
5,828
-670
| -10% | -$108K | 0.06% | 221 |
|
|
2018
Q3 | $1.06M | Sell |
6,498
-300
| -4% | -$47.9K | 0.05% | 216 |
|
|
2018
Q2 | $1.02M | Sell |
6,798
-625
| -8% | -$89K | 0.06% | 214 |
|
|
2018
Q1 | $988K | Sell |
7,423
-225
| -3% | -$27.8K | 0.06% | 220 |
|
|
2017
Q4 | $941K | Buy |
+7,648
| New | +$779K | 0.05% | 228 |
|
Other funds holding BURL
VPM
VCM
