Stephens Consulting’s Burlington BURL Stock Holding History

Stephens 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
2025 Q3	–	Sell	-1	Closed	-$233	–	510
2025 Q2	$233	Buy	+1	New	+$238	﹤0.01%	1030
2022 Q4	–	Sell	-13	Closed	-$1.46K	–	511
2022 Q3	$1.46K	Hold	13	–	–	﹤0.01%	502
2022 Q2	$1.77K	Hold	13	–	–	﹤0.01%	485
2022 Q1	$2.37K	Hold	13	–	–	﹤0.01%	493
2021 Q4	$3.79K	Buy	+13	New	+$3.65K	﹤0.01%	536

Other funds holding BURL

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Stephens Consulting's BURL Position: Q3 2025 in Review

Stephens Consulting sold out of Burlington (BURL) in Q3 2025, closing a stake of 1 share — an estimated $233 sold.

Stephens Consulting first reported a position in BURL in Q4 2021 and held it in 5 quarters. The position peaked at $3.79K in Q4 2021. 537 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

Stephens Consulting reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Burlington share in Q3 2025, an estimated $233.
Stephens Consulting first reported a position in Burlington in Q4 2021 and held it in 5 quarters.
Stephens Consulting's Burlington position peaked at $3.79K in Q4 2021.
537 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.