Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NICM
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
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
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close