SJS Investment Consulting’s Burlington BURL Stock Holding History

SJS Investment Consulting’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
2026 Q1	$66.7K	Buy	205 +185	+925%	+$56.7K	0.01%	287
2025 Q4	$5.78K	Buy	20 +15	+300%	+$4.07K	﹤0.01%	920
2025 Q3	$1.27K	Hold	5	–	–	﹤0.01%	936
2025 Q2	$1.16K	Sell	5 -2	-29%	-$475	﹤0.01%	768
2025 Q1	$1.67K	Buy	7 +1	+17%	+$259	﹤0.01%	805
2024 Q4	$1.71K	Sell	6 -5	-45%	-$1.35K	﹤0.01%	781
2024 Q3	$2.9K	Buy	11 +4	+57%	+$1.03K	﹤0.01%	638
2024 Q2	$1.68K	Buy	7 +1	+17%	+$206	﹤0.01%	808
2024 Q1	$1.39K	Hold	6	–	–	﹤0.01%	905
2023 Q4	$1.17K	Buy	6 +1	+20%	+$149	﹤0.01%	887
2023 Q3	$677	Buy	5 +2	+67%	+$321	﹤0.01%	1099
2023 Q2	$473	Sell	3 -2	-40%	-$343	﹤0.01%	1180
2023 Q1	$1.01K	Sell	5 -1	-17%	-$219	﹤0.01%	888
2022 Q4	$1.22K	Buy	6 +1	+20%	+$160	﹤0.01%	847
2022 Q3	$0	Buy	+5	New	+$728	﹤0.01%	1086
2022 Q1	$12K	Buy	68 +1	+1%	+$219	﹤0.01%	362
2021 Q4	$20K	Buy	+67	New	+$18.8K	0.01%	272

Other funds holding BURL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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