SF
BURL icon

Summit Financial’s Burlington BURL Stock Holding History

Summit Financial’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 		$287K Sell
883
-130
-13% -$39.8K ﹤0.01% 1211
2025
Q4 		$293K Sell
1,013
-91
-8% -$24.7K ﹤0.01% 1095
2025
Q3 		$281K Sell
1,104
-65
-6% -$17.7K ﹤0.01% 1083
2025
Q2 		$272K Buy
1,169
+118
+11% +$28K 0.01% 711
2025
Q1 		$250K Sell
1,051
-59
-5% -$15.3K 0.01% 649
2024
Q4 		$316K Buy
+1,110
New +$300K 0.01% 527

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VPM
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VCM
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T. Rowe Price Investment Management
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Morgan Stanley
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State Street
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AQR Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return