TI
BURL icon

Tidal Investments’s Burlington BURL Stock Holding History

Tidal Investments’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 		$4.04M Sell
12,415
-667
-5% -$204K 0.01% 881
2025
Q4 		$3.78M Buy
13,082
+2,701
+26% +$733K 0.02% 738
2025
Q3 		$2.64M Sell
10,381
-17
-0.2% -$4.62K 0.01% 794
2025
Q2 		$2.42M Buy
10,398
+6
+0.1% +$1.43K 0.02% 653
2025
Q1 		$2.48M Buy
10,392
+192
+2% +$49.8K 0.02% 607
2024
Q4 		$2.91M Buy
10,200
+315
+3% +$85.1K 0.02% 559
2024
Q3 		$2.6M Sell
9,885
-541
-5% -$140K 0.03% 528
2024
Q2 		$2.5M Buy
10,426
+4,263
+69% +$877K 0.03% 465
2024
Q1 		$1.43M Buy
6,163
+3,949
+178% +$806K 0.02% 705
2023
Q4 		$431K Buy
+2,214
New +$330K 0.01% 1004
2023
Q3 		– Sell
-1,327
Closed -$209K – 1304
2023
Q2 		$209K Sell
1,327
-728
-35% -$125K 0.01% 1188
2023
Q1 		$415K Buy
+2,055
New +$449K 0.01% 846

Other funds holding BURL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return