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Northwest Capital Management’s Burlington BURL Stock Holding History

Northwest 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
2024
Q4 		– Sell
-50
Closed -$13.2K – 437
2024
Q3 		$13.2K Hold
50
– – ﹤0.01% 300
2024
Q2 		$12K Hold
50
– – ﹤0.01% 306
2024
Q1 		$11.6K Hold
50
– – ﹤0.01% 375
2023
Q4 		$9.72K Hold
50
– – ﹤0.01% 381
2023
Q3 		$6.76K Hold
50
– – ﹤0.01% 398
2023
Q2 		$7.87K Buy
+50
New +$8.58K ﹤0.01% 397

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwest Capital Management's BURL Position: Q4 2024 in Review

Northwest Capital Management sold out of Burlington (BURL) in Q4 2024, closing a stake of 50 shares — an estimated $13.2K sold.

Northwest Capital Management first reported a position in BURL in Q2 2023 and held it in 6 quarters. The position peaked at $13.2K in Q3 2024. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Northwest Capital Management reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • Northwest Capital Management sold 50 Burlington shares in Q4 2024, an estimated $13.2K.
  • Northwest Capital Management first reported a position in Burlington in Q2 2023 and held it in 6 quarters.
  • Northwest Capital Management's Burlington position peaked at $13.2K in Q3 2024.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Northwest Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.