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Plato Investment Management’s Burlington BURL Stock Holding History

Plato Investment 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
2025
Q2 		– Sell
-2,605
Closed -$628K – 525
2025
Q1 		$628K Sell
2,605
-2,025
-44% -$525K 0.05% 302
2024
Q4 		$1.32M Buy
4,630
+384
+9% +$104K 0.1% 219
2024
Q3 		$1.12M Hold
4,246
– – 0.09% 229
2024
Q2 		$1.02M Buy
4,246
+2,806
+195% +$577K 0.09% 203
2024
Q1 		$334K Buy
1,440
+1,300
+929% +$265K 0.03% 290
2023
Q4 		$27.2K Buy
+140
New +$20.9K 0.03% 291

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plato Investment Management's BURL Position: Q2 2025 in Review

Plato Investment Management sold out of Burlington (BURL) in Q2 2025, closing a stake of 2,605 shares — an estimated $628K sold.

Plato Investment Management first reported a position in BURL in Q4 2023 and held it in 6 quarters. The position peaked at $1.32M in Q4 2024. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

  • Plato Investment Management reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
  • Plato Investment Management sold 2,605 Burlington shares in Q2 2025, an estimated $628K.
  • Plato Investment Management first reported a position in Burlington in Q4 2023 and held it in 6 quarters.
  • Plato Investment Management's Burlington position peaked at $1.32M in Q4 2024.
  • 507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.