Sheets Smith Wealth Management’s Burlington BURL Stock Holding History

Sheets Smith Wealth 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	-1,361	Closed	-$388K	–	359
2024 Q4	$388K	Buy	1,361 +372	+38%	+$101K	0.05%	294
2024 Q3	$261K	Buy	+989	New	+$256K	0.03%	334
2020 Q1	–	Sell	-3,534	Closed	-$800K	–	280
2019 Q4	$800K	Buy	+3,534	New	+$739K	0.15%	145
2019 Q1	–	Sell	-4,910	Closed	-$799K	–	316
2018 Q4	$799K	Buy	4,910 +9	+0.2%	+$1.45K	0.22%	122
2018 Q3	$798K	Buy	4,901 +2,005	+69%	+$320K	0.17%	155
2018 Q2	$436K	Buy	2,896 +157	+6%	+$22.3K	0.1%	212
2018 Q1	$365K	Buy	+2,739	New	+$338K	0.09%	228
2016 Q4	–	Sell	-12,154	Closed	-$985K	–	280
2016 Q3	$985K	Sell	12,154 -548	-4%	-$42.4K	0.28%	100
2016 Q2	$847K	Buy	+12,702	New	+$746K	0.25%	132

Other funds holding BURL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of Burlington (BURL) in Q1 2025, closing a stake of 1,361 shares — an estimated $388K sold.

Sheets Smith Wealth Management first reported a position in BURL in Q2 2016 and held it in 9 quarters. The position peaked at $985K in Q3 2016. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

Sheets Smith Wealth Management reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,361 Burlington shares in Q1 2025, an estimated $388K.
Sheets Smith Wealth Management first reported a position in Burlington in Q2 2016 and held it in 9 quarters.
Sheets Smith Wealth Management's Burlington position peaked at $985K in Q3 2016.
546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.