Sachetta’s Burlington BURL Stock Holding History

Sachetta’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	$4.56K	Sell	14 -3	-18%	-$919	﹤0.01%	689
2025 Q4	$4.91K	Hold	17	–	–	﹤0.01%	553
2025 Q3	$4.33K	Hold	17	–	–	﹤0.01%	647
2025 Q2	$3.96K	Buy	17 +5	+42%	+$1.19K	﹤0.01%	643
2025 Q1	$2.86K	Sell	12 -1	-8%	-$259	﹤0.01%	694
2024 Q4	$3.71K	Buy	13 +1	+8%	+$270	﹤0.01%	674
2024 Q3	$3.16K	Hold	12	–	–	﹤0.01%	756
2024 Q2	$3.09K	Buy	12 +7	+140%	+$1.44K	﹤0.01%	720
2024 Q1	$973	Hold	5	–	–	﹤0.01%	913
2023 Q4	$973	Buy	+5	New	+$746	﹤0.01%	913

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