Sumitomo Mitsui Trust Group
BURL icon

Sumitomo Mitsui Trust Group’s Burlington BURL Stock Holding History

Sumitomo Mitsui Trust Group’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
Q3 		$35.8M Sell
134,004
-1,016
-0.8% -$315K 0.02% 522
2026
Q2 		$42.8M Buy
135,020
+887
+0.7% +$286K 0.02% 503
2026
Q1 		$43.6M Sell
134,133
-8,217
-6% -$2.52M 0.03% 479
2025
Q4 		$41.1M Sell
142,350
-7,417
-5% -$2.01M 0.02% 527
2025
Q3 		$38.1M Buy
149,767
+8,384
+6% +$2.28M 0.02% 547
2025
Q2 		$32.9M Buy
141,383
+445
+0.3% +$106K 0.02% 565
2025
Q1 		$33.6M Sell
140,938
-1,451
-1% -$376K 0.02% 550
2024
Q4 		$40.6M Sell
142,389
-3,163
-2% -$855K 0.03% 508
2024
Q3 		$38.4M Buy
145,552
+3,246
+2% +$840K 0.03% 525
2024
Q2 		$34.2M Sell
142,306
-10,504
-7% -$2.16M 0.03% 524
2024
Q1 		$35.5M Sell
152,810
-2,391
-2% -$488K 0.02% 591
2023
Q4 		$30.2M Sell
155,201
-6,555
-4% -$978K 0.02% 619
2023
Q3 		$21.9M Sell
161,756
-977
-0.6% -$157K 0.02% 676
2023
Q2 		$25.6M Sell
162,733
-23,207
-12% -$3.98M 0.02% 655
2023
Q1 		$37.6M Sell
185,940
-4,186
-2% -$915K 0.03% 580
2022
Q4 		$38.5M Sell
190,126
-1,672
-0.9% -$267K 0.03% 566
2022
Q3 		$21.5M Sell
191,798
-1,898
-1% -$276K 0.02% 692
2022
Q2 		$26.4M Buy
193,696
+6,332
+3% +$1.15M 0.02% 678
2022
Q1 		$34.1M Sell
187,364
-34,662
-16% -$7.6M 0.02% 633
2021
Q4 		$64.7M Buy
222,026
+24,907
+13% +$7M 0.04% 463
2021
Q3 		$55.9M Sell
197,119
-8,473
-4% -$2.71M 0.03% 514
2021
Q2 		$66.2M Sell
205,592
-8,277
-4% -$2.63M 0.04% 472
2021
Q1 		$63.9M Sell
213,869
-10,042
-4% -$2.73M 0.04% 468
2020
Q4 		$58.6M Sell
223,911
-31,908
-12% -$7.11M 0.04% 475
2020
Q3 		$52.7M Sell
255,819
-12,465
-5% -$2.43M 0.04% 477
2020
Q2 		$52.8M Sell
268,284
-2,118
-0.8% -$399K 0.04% 479
2020
Q1 		$42.8M Buy
270,402
+5,789
+2% +$1.22M 0.04% 480
2019
Q4 		$60.3M Sell
264,613
-10,637
-4% -$2.22M 0.05% 409
2019
Q3 		$55M Sell
275,250
-591
-0.2% -$109K 0.05% 415
2019
Q2 		$46.9M Sell
275,841
-9,290
-3% -$1.52M 0.04% 450
2019
Q1 		$44.7M Sell
285,131
-20,132
-7% -$3.25M 0.04% 464
2018
Q4 		$48.3M Buy
+305,263
New +$49.3M 0.05% 383

Other funds holding BURL

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BURL Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Burlington (BURL) stake by 0.75% in Q3 2026, selling an estimated $315K and leaving 134,004 shares worth $35.8M. The position accounts for 0.02% of the portfolio, ranked #522.

Sumitomo Mitsui Trust Group first reported a position in BURL in Q4 2018 and has held it in 32 quarters since. The position peaked at $66.2M in Q2 2021. 159 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 134,004 shares of Burlington worth $35.8M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 1,016 Burlington shares in Q3 2026, an estimated $315K.
  • Burlington made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #522 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Burlington in Q4 2018 and has held it in 32 quarters since.
  • Sumitomo Mitsui Trust Group's Burlington position peaked at $66.2M in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.