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Shelton Capital Management’s Burlington BURL Stock Holding History

Shelton Capital 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
2016
Q1 		– Sell
-30,000
Closed -$1.29M – 757
2015
Q4 		$1.29M Buy
+30,000
New +$1.39M 0.12% 162

Other funds holding BURL

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
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

Shelton Capital Management's BURL Position: Q1 2026 in Review

Shelton Capital Management reduced its Burlington (BURL) stake by 3% in Q1 2026, selling an estimated $19.6K and leaving 2,044 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #311.

Shelton Capital Management first reported a position in BURL in Q1 2015 and has held it in 16 quarters since. The position peaked at $2.52M in Q1 2015. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Shelton Capital Management held 2,044 shares of Burlington worth $665K as of Q1 2026.
  • Shelton Capital Management sold 64 Burlington shares in Q1 2026, an estimated $19.6K.
  • Burlington made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #311 holding.
  • Shelton Capital Management first reported a position in Burlington in Q1 2015 and has held it in 16 quarters since.
  • Shelton Capital Management's Burlington position peaked at $2.52M in Q1 2015.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.