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Mount Lucas Management’s Burlington BURL Stock Holding History

Mount Lucas 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
2025
Q2 		– Sell
-1,929
Closed -$460K – 165
2025
Q1 		$460K Buy
1,929
+58
+3% +$15K 0.15% 123
2024
Q4 		$533K Sell
1,871
-395
-17% -$107K 0.19% 102
2024
Q3 		$597K Buy
2,266
+54
+2% +$14K 0.2% 119
2024
Q2 		$531K Buy
+2,212
New +$455K 0.15% 112

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Lucas Management's BURL Position: Q2 2025 in Review

Mount Lucas Management sold out of Burlington (BURL) in Q2 2025, closing a stake of 1,929 shares — an estimated $460K sold.

Mount Lucas Management first reported a position in BURL in Q2 2024 and held it in 4 quarters. The position peaked at $597K in Q3 2024. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

  • Mount Lucas Management reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
  • Mount Lucas Management sold 1,929 Burlington shares in Q2 2025, an estimated $460K.
  • Mount Lucas Management first reported a position in Burlington in Q2 2024 and held it in 4 quarters.
  • Mount Lucas Management's Burlington position peaked at $597K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Mount Lucas Management's 13F filing for Q2 2025, filed 11 Aug 2025.