Mercer Global Advisors
BURL icon

Mercer Global Advisors’s Burlington BURL Stock Holding History

Mercer Global Advisors’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 		$7.4M Buy
22,758
+18,530
+438% +$5.67M 0.01% 612
2025
Q4 		$1.22M Buy
4,228
+2,851
+207% +$773K ﹤0.01% 1348
2025
Q3 		$350K Buy
1,377
+49
+4% +$13.3K ﹤0.01% 1978
2025
Q2 		$309K Sell
1,328
-629
-32% -$150K ﹤0.01% 1834
2025
Q1 		$466K Buy
1,957
+179
+10% +$46.4K ﹤0.01% 1511
2024
Q4 		$507K Sell
1,778
-526
-23% -$142K ﹤0.01% 1451
2024
Q3 		$598K Buy
2,304
+3
+0.1% +$776 ﹤0.01% 1247
2024
Q2 		$552K Buy
2,301
+535
+30% +$110K ﹤0.01% 1258
2024
Q1 		$410K Buy
1,766
+116
+7% +$23.7K ﹤0.01% 1390
2023
Q4 		$321K Sell
1,650
-243
-13% -$36.3K ﹤0.01% 1567
2023
Q3 		$256K Buy
1,893
+390
+26% +$62.6K ﹤0.01% 1631
2023
Q2 		$237K Buy
1,503
+41
+3% +$7.04K ﹤0.01% 1646
2023
Q1 		$295K Buy
1,462
+68
+5% +$14.9K ﹤0.01% 1525
2022
Q4 		$283K Buy
+1,394
New +$223K ﹤0.01% 1531
2022
Q1 		– Sell
-1,630
Closed -$475K – 1878
2021
Q4 		$475K Hold
1,630
– – ﹤0.01% 1244
2021
Q3 		$462K Sell
1,630
-11
-0.7% -$3.52K ﹤0.01% 1201
2021
Q2 		$528K Buy
1,641
+386
+31% +$123K ﹤0.01% 1120
2021
Q1 		$375K Buy
+1,255
New +$341K ﹤0.01% 1214

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VPM
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VCM
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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