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Scopia Capital Management’s Burlington BURL Stock Holding History

Scopia 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
2025
Q1 		– Sell
-18,871
Closed -$5.38M – 23
2024
Q4 		$5.38M Hold
18,871
– – 0.57% 25
2024
Q3 		$4.97M Hold
18,871
– – 1.03% 27
2024
Q2 		$4.53M Sell
18,871
-73,579
-80% -$15.1M 0.67% 27
2024
Q1 		$21.5M Sell
92,450
-57,703
-38% -$11.8M 2.35% 18
2023
Q4 		$29.2M Sell
150,153
-25,909
-15% -$3.87M 3.61% 11
2023
Q3 		$23.8M Sell
176,062
-69,460
-28% -$11.1M 2.94% 12
2023
Q2 		$38.6M Buy
245,522
+41,707
+20% +$7.16M 3.91% 8
2023
Q1 		$41.2M Sell
203,815
-216
-0.1% -$47.2K 3.92% 11
2022
Q4 		$41.4M Buy
+204,031
New +$32.6M 3.78% 14

Other funds holding BURL

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.37T 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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Scopia Capital Management's BURL Position: Q1 2025 in Review

Scopia Capital Management sold out of Burlington (BURL) in Q1 2025, closing a stake of 18,871 shares — an estimated $5.38M sold.

Scopia Capital Management first reported a position in BURL in Q4 2022 and held it in 9 quarters. The position peaked at $41.4M in Q4 2022. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Scopia Capital Management reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Scopia Capital Management sold 18,871 Burlington shares in Q1 2025, an estimated $5.38M.
  • Scopia Capital Management first reported a position in Burlington in Q4 2022 and held it in 9 quarters.
  • Scopia Capital Management's Burlington position peaked at $41.4M in Q4 2022.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Scopia Capital Management's 13F filing for Q1 2025, filed 15 May 2025.