R Squared’s Burlington BURL Stock Holding History

R Squared’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	–	Sell	-357	Closed	-$102K	–	482
2024 Q4	$102K	Buy	+357	New	+$96.5K	0.1%	254

Other funds holding BURL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

R Squared's BURL Position: Q1 2025 in Review

R Squared sold out of Burlington (BURL) in Q1 2025, closing a stake of 357 shares — an estimated $102K sold.

R Squared first reported a position in BURL in Q4 2024 and held it in 1 quarter. The position peaked at $102K in Q4 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

R Squared reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
R Squared sold 357 Burlington shares in Q1 2025, an estimated $102K.
R Squared first reported a position in Burlington in Q4 2024 and held it in 1 quarter.
R Squared's Burlington position peaked at $102K in Q4 2024.
546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.