Orion Portfolio Solutions’s Burlington BURL Stock Holding History

Orion Portfolio Solutions’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	$1.93M	Sell	8,112 -422	-5%	-$109K	0.02%	726
2024 Q4	$2.43M	Buy	8,534 +323	+4%	+$87.3K	0.02%	596
2024 Q3	$2.16M	Sell	8,211 -189	-2%	-$48.9K	0.02%	651
2024 Q2	$2.02M	Buy	8,400 +449	+6%	+$92.4K	0.02%	642
2024 Q1	$1.85M	Buy	7,951 +1,108	+16%	+$226K	0.02%	690
2023 Q4	$1.33M	Sell	6,843 -1,971	-22%	-$294K	0.02%	819
2023 Q3	$1.19M	Sell	8,814 -455	-5%	-$73K	0.01%	848
2023 Q2	$1.46M	Sell	9,269 -1,529	-14%	-$262K	0.02%	791
2023 Q1	$2.18M	Buy	+10,798	New	+$2.36M	0.03%	557
2020 Q3	–	Sell	-31	Closed	-$6K	–	650
2020 Q2	$6K	Buy	31 +3	+11%	+$565	﹤0.01%	1381
2020 Q1	$4K	Buy	28 +2	+8%	+$421	﹤0.01%	1344
2019 Q4	$6K	Buy	+26	New	+$5.43K	﹤0.01%	1177

Other funds holding BURL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Orion Portfolio Solutions's BURL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Burlington (BURL) stake by 4.9% in Q1 2025, selling an estimated $109K and leaving 8,112 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #726.

Orion Portfolio Solutions first reported a position in BURL in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.43M in Q4 2024. 547 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

Orion Portfolio Solutions held 8,112 shares of Burlington worth $1.93M as of Q1 2025.
Orion Portfolio Solutions sold 422 Burlington shares in Q1 2025, an estimated $109K.
Burlington made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #726 holding.
Orion Portfolio Solutions first reported a position in Burlington in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Burlington position peaked at $2.43M in Q4 2024.
547 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.