MME
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Meag Munich Ergo’s Burlington BURL Stock Holding History

Meag Munich Ergo’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
-1,510
Closed -$430K – 199
2024
Q4 		$430K Sell
1,510
-3,811
-72% -$1.03M 0.01% 149
2024
Q3 		$1.4M Buy
5,321
+3,811
+252% +$986K 0.04% 124
2024
Q2 		$362K Sell
1,510
-2,880
-66% -$593K 0.01% 140
2024
Q1 		$1.02M Buy
+4,390
New +$896K 0.04% 128
2023
Q2 		– Sell
-4,906
Closed -$992K – 180
2023
Q1 		$992K Buy
4,906
+1,521
+45% +$332K 0.05% 127
2022
Q4 		$686K Buy
+3,385
New +$541K 0.04% 165
2021
Q3 		– Sell
-1,829
Closed -$589K – 231
2021
Q2 		$589K Sell
1,829
-69
-4% -$22K 0.06% 244
2021
Q1 		$567K Buy
+1,898
New +$516K 0.06% 237

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return