ORG Partners’s Burlington BURL Stock Holding History

ORG Partners’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 Q1	–	Sell	-162	Closed	-$46.2K	–	1427
2024 Q4	$46.2K	Hold	162	–	–	0.01%	570
2024 Q3	$42.7K	Hold	162	–	–	0.01%	545
2024 Q2	$37.7K	Buy	+162	New	+$33.3K	﹤0.01%	887

Other funds holding BURL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

ORG Partners's BURL Position: Q1 2025 in Review

ORG Partners sold out of Burlington (BURL) in Q1 2025, closing a stake of 162 shares — an estimated $46.2K sold.

ORG Partners first reported a position in BURL in Q2 2024 and held it in 3 quarters. The position peaked at $46.2K in Q4 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

ORG Partners reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 162 Burlington shares in Q1 2025, an estimated $46.2K.
ORG Partners first reported a position in Burlington in Q2 2024 and held it in 3 quarters.
ORG Partners's Burlington position peaked at $46.2K in Q4 2024.
546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.