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Petrus Trust Company’s Burlington BURL Stock Holding History

Petrus Trust Company’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
-2,338
Closed -$616K – 602
2024
Q3 		$616K Buy
+2,338
New +$605K 0.06% 141
2020
Q1 		– Sell
-910
Closed -$208K – 193
2019
Q4 		$208K Buy
+910
New +$190K 0.03% 238
2018
Q4 		– Sell
-1,945
Closed -$317K – 231
2018
Q3 		$317K Sell
1,945
-398
-17% -$63.5K 0.07% 93
2018
Q2 		$353K Buy
+2,343
New +$333K 0.07% 86
2017
Q4 		– Sell
-2,215
Closed -$211K – 166
2017
Q3 		$211K Buy
+2,215
New +$194K 0.05% 155
2017
Q1 		– Sell
-3,807
Closed -$323K – 183
2016
Q4 		$323K Buy
+3,807
New +$307K 0.08% 80

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

Petrus Trust Company's BURL Position: Q4 2024 in Review

Petrus Trust Company sold out of Burlington (BURL) in Q4 2024, closing a stake of 2,338 shares — an estimated $616K sold.

Petrus Trust Company first reported a position in BURL in Q4 2016 and held it in 6 quarters. The position peaked at $616K in Q3 2024. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Petrus Trust Company reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 2,338 Burlington shares in Q4 2024, an estimated $616K.
  • Petrus Trust Company first reported a position in Burlington in Q4 2016 and held it in 6 quarters.
  • Petrus Trust Company's Burlington position peaked at $616K in Q3 2024.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.