Ostrum Asset Management’s Burlington BURL Stock Holding History

Ostrum 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
2026 Q1	$3.15M	Buy	9,678 +793	+9%	+$243K	0.18%	86
2025 Q4	$2.57M	Sell	8,885 -119	-1%	-$32.3K	0.12%	136
2025 Q3	$2.29M	Sell	9,004 -1,731	-16%	-$470K	0.1%	174
2025 Q2	$2.5M	Buy	10,735 +7,118	+197%	+$1.69M	0.12%	164
2025 Q1	$862K	Buy	3,617 +2,933	+429%	+$760K	0.05%	327
2024 Q4	$195K	Sell	684 -29	-4%	-$7.84K	0.02%	510
2024 Q3	$188K	Buy	713 +9	+1%	+$2.33K	0.02%	499
2024 Q2	$169K	Sell	704 -2,244	-76%	-$462K	0.01%	519
2024 Q1	$684K	Hold	2,948	–	–	0.05%	403
2023 Q4	$573K	Sell	2,948 -196	-6%	-$29.2K	0.05%	394
2023 Q3	$425K	Buy	3,144 +2,415	+331%	+$387K	0.04%	465
2023 Q2	$115K	Sell	729 -1,179	-62%	-$202K	0.01%	580
2023 Q1	$386K	Buy	+1,908	New	+$417K	0.03%	469

Other funds holding BURL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management

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

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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