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OFI Invest Asset Management’s Burlington BURL Stock Holding History

OFI Invest Asset 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
Q4 		– Sell
-562
Closed -$122K – 373
2025
Q3 		$122K Buy
562
+129
+30% +$35K ﹤0.01% 230
2025
Q2 		$85.8K Buy
433
+184
+74% +$43.7K ﹤0.01% 273
2025
Q1 		$54.9K Buy
+249
New +$64.5K ﹤0.01% 343

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

OFI Invest Asset Management's BURL Position: Q4 2025 in Review

OFI Invest Asset Management sold out of Burlington (BURL) in Q4 2025, closing a stake of 562 shares — an estimated $122K sold.

OFI Invest Asset Management first reported a position in BURL in Q1 2025 and held it in 3 quarters. The position peaked at $122K in Q3 2025. 568 funds tracked by Wall St. Rank hold BURL as of Q4 2025.

  • OFI Invest Asset Management reported no remaining Burlington position as of Q4 2025 after selling out during the quarter.
  • OFI Invest Asset Management sold 562 Burlington shares in Q4 2025, an estimated $122K.
  • OFI Invest Asset Management first reported a position in Burlington in Q1 2025 and held it in 3 quarters.
  • OFI Invest Asset Management's Burlington position peaked at $122K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held Burlington as of Q4 2025.

Based on OFI Invest Asset Management's 13F filing for Q4 2025, filed 22 Jan 2026.