OLVIG
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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

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 $3.38T AUM 44.17% 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

Oliver Lagore Vanvalin Investment Group's BURL Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Burlington (BURL) in Q4 2024, closing a stake of 37 shares — an estimated $9.75K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BURL in Q4 2023 and held it in 4 quarters. The position peaked at $9.75K in Q1 2024. 573 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 37 Burlington shares in Q4 2024, an estimated $9.75K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Burlington in Q4 2023 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's Burlington position peaked at $9.75K in Q1 2024.
  • 573 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.