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TD Private Client Wealth’s Burlington BURL Stock Holding History

TD Private Client Wealth’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
Q4 		– Sell
-14
Closed -$3.56K – 1650
2025
Q3 		$3.56K Buy
14
+2
+17% +$543 ﹤0.01% 1183
2025
Q2 		$2.79K Sell
12
-15
-56% -$3.56K ﹤0.01% 1181
2025
Q1 		$6.43K Buy
27
+15
+125% +$3.89K ﹤0.01% 1055
2024
Q4 		$3.42K Hold
12
– – ﹤0.01% 1131
2024
Q3 		$3.16K Buy
12
+7
+140% +$1.81K ﹤0.01% 1141
2024
Q2 		$1.2K Hold
5
– – ﹤0.01% 1162
2024
Q1 		$1.16K Buy
+5
New +$1.02K ﹤0.01% 1168
2022
Q3 		– Sell
-46
Closed -$6.27K – 1214
2022
Q2 		$6.27K Hold
46
– – ﹤0.01% 1038
2022
Q1 		$8.38K Sell
46
-3
-6% -$657 ﹤0.01% 1057
2021
Q4 		$14.3K Buy
49
+3
+7% +$844 ﹤0.01% 892
2021
Q3 		$13K Hold
46
– – ﹤0.01% 894
2021
Q2 		$14.8K Sell
46
-9
-16% -$2.87K ﹤0.01% 879
2021
Q1 		$16.4K Hold
55
– – ﹤0.01% 849
2020
Q4 		$14.4K Hold
55
– – ﹤0.01% 810
2020
Q3 		$11.3K Hold
55
– – ﹤0.01% 781
2020
Q2 		$10.8K Sell
55
-18
-25% -$3.39K ﹤0.01% 790
2020
Q1 		$11.6K Sell
73
-1
-1% -$211 ﹤0.01% 750
2019
Q4 		$16.9K Buy
+74
New +$15.5K ﹤0.01% 717

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return