Marquette Asset Management’s Burlington BURL Stock Holding History

Marquette Asset 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 Q2	–	Sell	-7	Closed	-$2.28K	–	856
2026 Q1	$2.28K	Buy	+7	New	+$2.14K	﹤0.01%	502
2023 Q3	–	Sell	-1,270	Closed	-$200K	–	291
2023 Q2	$200K	Hold	1,270	–	–	0.05%	78
2023 Q1	$257K	Hold	1,270	–	–	0.07%	63
2022 Q4	$258K	Sell	1,270 -467	-27%	-$74.6K	0.08%	60
2022 Q3	$194K	Hold	1,737	–	–	0.06%	64
2022 Q2	$237K	Hold	1,737	–	–	0.07%	68
2022 Q1	$316K	Hold	1,737	–	–	0.07%	75
2021 Q4	$506K	Hold	1,737	–	–	0.11%	58
2021 Q3	$493K	Hold	1,737	–	–	0.11%	54
2021 Q2	$559K	Hold	1,737	–	–	0.12%	51
2021 Q1	$519K	Hold	1,737	–	–	0.13%	51
2020 Q4	$454K	Hold	1,737	–	–	0.1%	54
2020 Q3	$358K	Hold	1,737	–	–	0.1%	50
2020 Q2	$342K	Hold	1,737	–	–	0.11%	46
2020 Q1	$275K	Hold	1,737	–	–	0.11%	51
2019 Q4	$396K	Hold	1,737	–	–	0.13%	50
2019 Q3	$347K	Hold	1,737	–	–	0.12%	54
2019 Q2	$296K	Hold	1,737	–	–	0.1%	59
2019 Q1	$272K	Hold	1,737	–	–	0.09%	61
2018 Q4	$283K	Hold	1,737	–	–	0.11%	66
2018 Q3	$283K	Buy	+1,737	New	+$277K	0.09%	80

Other funds holding BURL

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Marquette Asset Management's BURL Position: Q2 2026 in Review

Marquette Asset Management sold out of Burlington (BURL) in Q2 2026, closing a stake of 7 shares — an estimated $2.28K sold.

Marquette Asset Management first reported a position in BURL in Q3 2018 and held it in 21 quarters. The position peaked at $559K in Q2 2021. 655 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Marquette Asset Management reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
Marquette Asset Management sold 7 Burlington shares in Q2 2026, an estimated $2.28K.
Marquette Asset Management first reported a position in Burlington in Q3 2018 and held it in 21 quarters.
Marquette Asset Management's Burlington position peaked at $559K in Q2 2021.
655 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.