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Sheets Smith Investment Management’s Burlington BURL Stock Holding History

Sheets Smith Investment 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
-3,175
Closed -$905K – 47
2024
Q4 		$905K Buy
+3,175
New +$858K 0.77% 51

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 $3.38T AUM 44.17% 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

Sheets Smith Investment Management's BURL Position: Q1 2025 in Review

Sheets Smith Investment Management sold out of Burlington (BURL) in Q1 2025, closing a stake of 3,175 shares — an estimated $905K sold.

Sheets Smith Investment Management first reported a position in BURL in Q4 2024 and held it in 1 quarter. The position peaked at $905K in Q4 2024. 547 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Sheets Smith Investment Management reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Investment Management sold 3,175 Burlington shares in Q1 2025, an estimated $905K.
  • Sheets Smith Investment Management first reported a position in Burlington in Q4 2024 and held it in 1 quarter.
  • Sheets Smith Investment Management's Burlington position peaked at $905K in Q4 2024.
  • 547 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Sheets Smith Investment Management's 13F filing for Q1 2025, filed 12 Jun 2025.