Savoir Faire Capital Management’s Burlington BURL Stock Holding History

Savoir Faire Capital 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
2026 Q1	$7.08M	Sell	21,774 -5,756	-21%	-$1.76M	4.28%	5
2025 Q4	$7.95M	Buy	27,530 +15,701	+133%	+$4.26M	3.77%	10
2025 Q3	$3.01M	Sell	11,829 -39,909	-77%	-$10.8M	1.08%	33
2025 Q2	$12M	Buy	51,738 +25,207	+95%	+$5.99M	5.82%	2
2025 Q1	$6.32M	Buy	26,531 +9,039	+52%	+$2.34M	5.54%	1
2024 Q4	$4.99M	Buy	17,492 +12,183	+229%	+$3.29M	2.37%	18
2024 Q3	$1.4M	Sell	5,309 -6,929	-57%	-$1.79M	0.71%	44
2024 Q2	$2.94M	Sell	12,238 -1,562	-11%	-$321K	1.14%	40
2024 Q1	$3.2M	Buy	+13,800	New	+$2.82M	1.48%	33

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