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Tortoise Investment Management’s Burlington BURL Stock Holding History

Tortoise Investment Management’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
-15
Closed -$3.82K – 401
2025
Q3 		$3.82K Buy
15
+3
+25% +$815 ﹤0.01% 742
2025
Q2 		$2.79K Buy
12
+3
+33% +$713 ﹤0.01% 733
2025
Q1 		$2.15K Hold
9
– – ﹤0.01% 705
2024
Q4 		$2.57K Hold
9
– – ﹤0.01% 743
2024
Q3 		$2.37K Hold
9
– – ﹤0.01% 753
2024
Q2 		$2.16K Hold
9
– – ﹤0.01% 777
2024
Q1 		$2.09K Buy
+9
New +$1.84K ﹤0.01% 772

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 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

Tortoise Investment Management's BURL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Burlington (BURL) in Q4 2025, closing a stake of 15 shares — an estimated $3.82K sold.

Tortoise Investment Management first reported a position in BURL in Q1 2024 and held it in 7 quarters. The position peaked at $3.82K in Q3 2025. 568 funds tracked by Wall St. Rank hold BURL as of Q4 2025.

  • Tortoise Investment Management reported no remaining Burlington position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 15 Burlington shares in Q4 2025, an estimated $3.82K.
  • Tortoise Investment Management first reported a position in Burlington in Q1 2024 and held it in 7 quarters.
  • Tortoise Investment Management's Burlington position peaked at $3.82K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held Burlington as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.