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Summit Securities Group’s Burlington BURL Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-1,083
Closed -$252K – 1054
2025
Q2 		$252K Buy
+1,083
New +$257K 0.05% 223
2017
Q2 		– Sell
-3,473
Closed -$338K – 254
2017
Q1 		$338K Buy
+3,473
New +$308K 0.1% 213
2015
Q3 		– Sell
-945
Closed -$48K – 379
2015
Q2 		$48K Buy
+945
New +$50.5K 0.02% 217

Other funds holding BURL

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

Summit Securities Group's BURL Position: Q3 2025 in Review

Summit Securities Group sold out of Burlington (BURL) in Q3 2025, closing a stake of 1,083 shares — an estimated $252K sold.

Summit Securities Group first reported a position in BURL in Q2 2015 and held it in 3 quarters. The position peaked at $338K in Q1 2017. 537 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Summit Securities Group reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,083 Burlington shares in Q3 2025, an estimated $252K.
  • Summit Securities Group first reported a position in Burlington in Q2 2015 and held it in 3 quarters.
  • Summit Securities Group's Burlington position peaked at $338K in Q1 2017.
  • 537 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.