OTL
BURL icon

Oak Thistle LLC’s Burlington BURL Stock Holding History

Oak Thistle LLC’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
Q4 		– Sell
-7,590
Closed -$1.93M – 512
2025
Q3 		$1.93M Buy
+7,590
New +$2.06M 0.29% 118
2024
Q4 		– Sell
-5,958
Closed -$1.57M – 417
2024
Q3 		$1.57M Buy
+5,958
New +$1.54M 0.51% 36
2022
Q1 		– Sell
-928
Closed -$270K – 388
2021
Q4 		$270K Buy
+928
New +$261K 0.21% 223

Other funds holding BURL

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Oak Thistle LLC's BURL Position: Q4 2025 in Review

Oak Thistle LLC sold out of Burlington (BURL) in Q4 2025, closing a stake of 7,590 shares — an estimated $1.93M sold.

Oak Thistle LLC first reported a position in BURL in Q4 2021 and held it in 3 quarters. The position peaked at $1.93M in Q3 2025. 568 funds tracked by Wall St. Rank hold BURL as of Q4 2025.

  • Oak Thistle LLC reported no remaining Burlington position as of Q4 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 7,590 Burlington shares in Q4 2025, an estimated $1.93M.
  • Oak Thistle LLC first reported a position in Burlington in Q4 2021 and held it in 3 quarters.
  • Oak Thistle LLC's Burlington position peaked at $1.93M in Q3 2025.
  • 568 funds tracked by Wall St. Rank held Burlington as of Q4 2025.

Based on Oak Thistle LLC's 13F filing for Q4 2025, filed 21 Jan 2026.