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Schechter Investment Advisors’s Burlington BURL Stock Holding History

Schechter Investment Advisors’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
-898
Closed -$256K – 640
2024
Q4 		$256K Buy
898
+16
+2% +$4.32K 0.02% 521
2024
Q3 		$232K Buy
882
+32
+4% +$8.28K 0.02% 555
2024
Q2 		$204K Buy
+850
New +$175K 0.02% 561

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Schechter Investment Advisors's BURL Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Burlington (BURL) in Q1 2025, closing a stake of 898 shares — an estimated $256K sold.

Schechter Investment Advisors first reported a position in BURL in Q2 2024 and held it in 3 quarters. The position peaked at $256K in Q4 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 898 Burlington shares in Q1 2025, an estimated $256K.
  • Schechter Investment Advisors first reported a position in Burlington in Q2 2024 and held it in 3 quarters.
  • Schechter Investment Advisors's Burlington position peaked at $256K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.