OLVIG
BURL icon

Oliver Lagore Vanvalin Investment Group’s Burlington BURL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
-37
Closed -$9.75K – 693
2024
Q3 		$9.75K Buy
37
+6
+19% +$1.55K ﹤0.01% 427
2024
Q2 		$7.44K Sell
31
-11
-26% -$2.26K ﹤0.01% 452
2024
Q1 		$9.75K Buy
42
+2
+5% +$408 ﹤0.01% 419
2023
Q4 		$7.78K Buy
+40
New +$5.97K ﹤0.01% 458

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JP Morgan Chase
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Morgan Stanley
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return