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Shell Asset Management’s Burlington BURL Stock Holding History

Shell 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 		$420K Sell
1,651
-763
-32% -$207K 0.04% 370
2025
Q2 		$562K Buy
2,414
+1,227
+103% +$292K 0.02% 467
2025
Q1 		$283K Sell
1,187
-23
-2% -$5.96K 0.01% 642
2024
Q4 		$345K Hold
1,210
– – 0.02% 618
2024
Q3 		$319K Buy
+1,210
New +$313K 0.01% 659
2024
Q1 		$290K Sell
1,210
-1,117
-48% -$228K 0.01% 694
2023
Q4 		$453K Buy
2,327
+492
+27% +$73.4K 0.02% 547
2023
Q3 		$248K Sell
1,835
-53
-3% -$8.5K 0.01% 826
2023
Q2 		$297K Sell
1,888
-168
-8% -$28.8K 0.01% 788
2023
Q1 		$416K Hold
2,056
– – 0.02% 641
2022
Q4 		$417K Sell
2,056
-348
-14% -$55.6K 0.02% 621
2022
Q3 		$269K Sell
2,404
-1,059
-31% -$154K 0.01% 881
2022
Q2 		$472K Buy
3,463
+177
+5% +$32K 0.01% 749
2022
Q1 		$599K Buy
3,286
+204
+7% +$44.7K 0.01% 714
2021
Q4 		$898K Buy
3,082
+1,137
+58% +$320K 0.02% 605
2021
Q3 		$552K Sell
1,945
-115
-6% -$36.8K 0.01% 821
2021
Q2 		$663K Sell
2,060
-413
-17% -$131K 0.01% 775
2021
Q1 		$739K Sell
2,473
-185
-7% -$50.3K 0.01% 664
2020
Q4 		$695K Buy
2,658
+290
+12% +$64.6K 0.01% 641
2020
Q3 		$488K Sell
2,368
-283
-11% -$55.1K 0.01% 686
2020
Q2 		$522K Sell
2,651
-1,237
-32% -$233K 0.01% 643
2020
Q1 		$616K Hold
3,888
– – 0.02% 585
2019
Q4 		$887K Sell
3,888
-1,536
-28% -$321K 0.02% 596
2019
Q3 		$1.08M Sell
5,424
-631
-10% -$116K 0.02% 506
2019
Q2 		$1.03M Sell
6,055
-4,563
-43% -$746K 0.02% 542
2019
Q1 		$1.66M Sell
10,618
-4,080
-28% -$658K 0.04% 383
2018
Q4 		$2.39M Buy
14,698
+6,922
+89% +$1.12M 0.06% 302
2018
Q3 		$1.27M Buy
+7,776
New +$1.24M 0.03% 539

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
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
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Shell Asset Management's BURL Position: Q3 2025 in Review

Shell Asset Management reduced its Burlington (BURL) stake by 32% in Q3 2025, selling an estimated $207K and leaving 1,651 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #370.

Shell Asset Management first reported a position in BURL in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.39M in Q4 2018. 537 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Shell Asset Management held 1,651 shares of Burlington worth $420K as of Q3 2025.
  • Shell Asset Management sold 763 Burlington shares in Q3 2025, an estimated $207K.
  • Burlington made up 0.04% of Shell Asset Management's portfolio in Q3 2025, its #370 holding.
  • Shell Asset Management first reported a position in Burlington in Q3 2018 and has held it in 28 quarters since.
  • Shell Asset Management's Burlington position peaked at $2.39M in Q4 2018.
  • 537 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.