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Stevens Capital Management’s Burlington BURL Stock Holding History

Stevens 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
2025
Q1 		– Sell
-1,879
Closed -$536K – 255
2024
Q4 		$536K Buy
+1,879
New +$508K 0.21% 133
2019
Q4 		– Sell
-3,493
Closed -$698K – 613
2019
Q3 		$698K Buy
+3,493
New +$642K 0.06% 294
2019
Q1 		– Sell
-4,872
Closed -$793K – 692
2018
Q4 		$793K Sell
4,872
-9,202
-65% -$1.49M 0.04% 422
2018
Q3 		$2.29M Sell
14,074
-21,158
-60% -$3.38M 0.08% 276
2018
Q2 		$5.3M Sell
35,232
-3,278
-9% -$467K 0.19% 135
2018
Q1 		$5.13M Buy
+38,510
New +$4.76M 0.19% 150
2017
Q4 		– Sell
-50,301
Closed -$4.8M – 836
2017
Q3 		$4.8M Sell
50,301
-2,073
-4% -$182K 0.18% 161
2017
Q2 		$4.82M Buy
52,374
+6,785
+15% +$652K 0.18% 168
2017
Q1 		$4.43M Buy
45,589
+38,718
+563% +$3.43M 0.17% 181
2016
Q4 		$582K Buy
6,871
+3,655
+114% +$295K 0.02% 541
2016
Q3 		$261K Buy
+3,216
New +$249K 0.01% 741
2015
Q2 		– Sell
-41,734
Closed -$2.48M – 1035
2015
Q1 		$2.48M Buy
+41,734
New +$2.24M 0.09% 245

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Stevens Capital Management's BURL Position: Q1 2025 in Review

Stevens Capital Management sold out of Burlington (BURL) in Q1 2025, closing a stake of 1,879 shares — an estimated $536K sold.

Stevens Capital Management first reported a position in BURL in Q1 2015 and held it in 12 quarters. The position peaked at $5.3M in Q2 2018. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Stevens Capital Management reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Stevens Capital Management sold 1,879 Burlington shares in Q1 2025, an estimated $536K.
  • Stevens Capital Management first reported a position in Burlington in Q1 2015 and held it in 12 quarters.
  • Stevens Capital Management's Burlington position peaked at $5.3M in Q2 2018.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Stevens Capital Management's 13F filing for Q1 2025, filed 7 May 2025.