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Sequoia Financial Advisors’s Burlington BURL Stock Holding History

Sequoia Financial 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
2026
Q1 		$1.28M Buy
3,949
+376
+11% +$115K 0.01% 782
2025
Q4 		$1.03M Buy
3,573
+950
+36% +$258K 0.01% 873
2025
Q3 		$667K Sell
2,623
-3
-0.1% -$815 ﹤0.01% 983
2025
Q2 		$611K Sell
2,626
-19
-0.7% -$4.52K ﹤0.01% 905
2025
Q1 		$630K Buy
2,645
+488
+23% +$126K ﹤0.01% 769
2024
Q4 		$615K Sell
2,157
-505
-19% -$136K 0.01% 734
2024
Q3 		$701K Buy
2,662
+39
+1% +$10.1K 0.01% 646
2024
Q2 		$630K Buy
2,623
+71
+3% +$14.6K 0.01% 616
2024
Q1 		$593K Buy
2,552
+21
+0.8% +$4.29K 0.01% 627
2023
Q4 		$492K Buy
2,531
+214
+9% +$31.9K 0.01% 737
2023
Q3 		$313K Buy
2,317
+31
+1% +$4.97K 0.01% 674
2023
Q2 		$360K Buy
+2,286
New +$392K 0.01% 632

Other funds holding BURL

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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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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