Scopus Asset Management’s Burlington BURL Stock Holding History

Scopus Asset 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 Q3	–	Sell	-49,200	Closed	-$11.4M	–	297
2025 Q2	$11.4M	Buy	+49,200	New	+$11.7M	0.19%	146
2023 Q4	–	Sell	-75,000	Closed	-$10.1M	–	237
2023 Q3	$10.1M	Buy	+75,000	New	+$12M	0.29%	104
2023 Q2	–	Sell	-37,500	Closed	-$7.58M	–	187
2023 Q1	$7.58M	Buy	+37,500	New	+$8.19M	0.18%	163
2022 Q2	–	Sell	-112,500	Closed	-$20.5M	–	171
2022 Q1	$20.5M	Buy	+112,500	New	+$24.7M	0.51%	64
2021 Q2	–	Sell	-50,000	Closed	-$14.9M	–	365
2021 Q1	$14.9M	Buy	+50,000	New	+$13.6M	0.19%	141
2018 Q2	–	Sell	-350,000	Closed	-$46.6M	–	290
2018 Q1	$46.6M	Sell	350,000 -150,000	-30%	-$18.5M	0.43%	67
2017 Q4	$61.5M	Buy	+500,000	New	+$50.9M	0.58%	48

Other funds holding BURL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scopus Asset Management's BURL Position: Q1 2026 in Review

Scopus Asset Management reduced its Burlington (BURL) stake by 54% in Q1 2026, selling an estimated $28.8M and leaving 81,562 shares worth $26.5M. The position accounts for 0.46% of the portfolio, ranked #70.

Scopus Asset Management first reported a position in BURL in Q4 2013 and has held it in 43 quarters since. The position peaked at $127M in Q1 2021. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

Scopus Asset Management held 81,562 shares of Burlington worth $26.5M as of Q1 2026.
Scopus Asset Management sold 93,938 Burlington shares in Q1 2026, an estimated $28.8M.
Burlington made up 0.46% of Scopus Asset Management's portfolio in Q1 2026, its #70 holding.
Scopus Asset Management first reported a position in Burlington in Q4 2013 and has held it in 43 quarters since.
Scopus Asset Management's Burlington position peaked at $127M in Q1 2021.
624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Scopus Asset Management's 13F filing for Q1 2026, filed 15 May 2026.