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Shaker Investments’s Burlington BURL Stock Holding History

Shaker Investments’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
Q2 		– Sell
-7,927
Closed -$1.89M – 100
2025
Q1 		$1.89M Buy
7,927
+194
+3% +$50.3K 0.91% 38
2024
Q4 		$2.2M Sell
7,733
-29
-0.4% -$7.84K 0.92% 37
2024
Q3 		$2.05M Buy
+7,762
New +$2.01M 0.85% 45
2024
Q2 		– Sell
-2,928
Closed -$680K – 89
2024
Q1 		$680K Buy
2,928
+49
+2% +$10K 0.29% 73
2023
Q4 		$560K Buy
2,879
+18
+0.6% +$2.69K 0.26% 70
2023
Q3 		$387K Buy
+2,861
New +$459K 0.21% 74
2022
Q2 		– Sell
-3,499
Closed -$637K – 92
2022
Q1 		$637K Buy
3,499
+31
+0.9% +$6.79K 0.32% 74
2021
Q4 		$1.01M Sell
3,468
-3,646
-51% -$1.03M 0.44% 62
2021
Q3 		$2.02M Buy
7,114
+10
+0.1% +$3.2K 0.89% 34
2021
Q2 		$2.29M Buy
7,104
+8
+0.1% +$2.55K 1.06% 29
2021
Q1 		$2.12M Sell
7,096
-9
-0.1% -$2.45K 1.03% 30
2020
Q4 		$1.86M Buy
7,105
+47
+0.7% +$10.5K 0.94% 31
2020
Q3 		$1.46M Sell
7,058
-192
-3% -$37.4K 0.74% 43
2020
Q2 		$1.43M Buy
7,250
+2,886
+66% +$544K 0.81% 34
2020
Q1 		$692K Sell
4,364
-4,665
-52% -$982K 0.59% 41
2019
Q4 		$2.06M Sell
9,029
-69
-0.8% -$14.4K 1.22% 23
2019
Q3 		$1.82M Sell
9,098
-807
-8% -$148K 1.19% 25
2019
Q2 		$1.69M Buy
9,905
+70
+0.7% +$11.4K 1.12% 25
2019
Q1 		$1.54M Buy
+9,835
New +$1.59M 1.07% 33

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shaker Investments's BURL Position: Q2 2025 in Review

Shaker Investments sold out of Burlington (BURL) in Q2 2025, closing a stake of 7,927 shares — an estimated $1.89M sold.

Shaker Investments first reported a position in BURL in Q1 2019 and held it in 19 quarters. The position peaked at $2.29M in Q2 2021. 506 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

  • Shaker Investments reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
  • Shaker Investments sold 7,927 Burlington shares in Q2 2025, an estimated $1.89M.
  • Shaker Investments first reported a position in Burlington in Q1 2019 and held it in 19 quarters.
  • Shaker Investments's Burlington position peaked at $2.29M in Q2 2021.
  • 506 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Shaker Investments's 13F filing for Q2 2025, filed 31 Jul 2025.