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Paloma Partners’s Burlington BURL Stock Holding History

Paloma 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
2020
Q1 		– Sell
-2,000
Closed -$456K – 1317
2019
Q4 		$456K Buy
+2,000
New +$418K 0.01% 1464
2019
Q2 		– Sell
-3,400
Closed -$533K – 1749
2019
Q1 		$533K Buy
+3,400
New +$548K 0.01% 1034

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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
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

Paloma Partners's BURL Position: Q4 2024 in Review

Paloma Partners sold out of Burlington (BURL) in Q4 2024, closing a stake of 2,569 shares — an estimated $677K sold.

Paloma Partners first reported a position in BURL in Q3 2014 and held it in 26 quarters. The position peaked at $10.9M in Q2 2016. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Paloma Partners reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 2,569 Burlington shares in Q4 2024, an estimated $677K.
  • Paloma Partners first reported a position in Burlington in Q3 2014 and held it in 26 quarters.
  • Paloma Partners's Burlington position peaked at $10.9M in Q2 2016.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.