Neo Ivy Capital Management’s Burlington BURL Stock Holding History

Neo Ivy Capital 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	$1.42M	Buy	+4,480	New	+$1.44M	0.33%	112
2026 Q1	–	Sell	-9,157	Closed	-$2.64M	–	356
2025 Q4	$2.64M	Buy	+9,157	New	+$2.48M	0.42%	96
2024 Q3	–	Sell	-3,316	Closed	-$796K	–	285
2024 Q2	$796K	Buy	+3,316	New	+$682K	0.16%	167
2022 Q4	–	Sell	-210	Closed	-$23K	–	351
2022 Q3	$23K	Buy	+210	New	+$30.6K	0.06%	286
2022 Q2	–	Sell	-500	Closed	-$92K	–	418
2022 Q1	$92K	Buy	+500	New	+$110K	0.08%	313
2021 Q2	–	Sell	-475	Closed	-$142K	–	459
2021 Q1	$142K	Buy	+475	New	+$129K	0.16%	203
2020 Q2	–	Sell	-1,153	Closed	-$183K	–	468
2020 Q1	$183K	Buy	+1,153	New	+$243K	0.3%	128
2019 Q4	–	Sell	-4,847	Closed	-$981K	–	274
2019 Q3	$981K	Buy	4,847 +3,590	+286%	+$660K	0.64%	54
2019 Q2	$214K	Buy	+1,257	New	+$205K	0.12%	202

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's BURL Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Burlington (BURL) in Q2 2026: 4,480 shares worth $1.42M. The stake represents 0.33% of the portfolio and ranks #112 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in BURL as recently as Q4 2025.

Neo Ivy Capital Management first reported a position in BURL in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.64M in Q4 2025. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Neo Ivy Capital Management held 4,480 shares of Burlington worth $1.42M as of Q2 2026.
Burlington was a new Neo Ivy Capital Management position in Q2 2026.
Burlington made up 0.33% of Neo Ivy Capital Management's portfolio in Q2 2026, its #112 holding.
Neo Ivy Capital Management first reported a position in Burlington in Q2 2019 and has held it in 9 quarters since.
Neo Ivy Capital Management's Burlington position peaked at $2.64M in Q4 2025.
656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.