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Toth Financial Advisory’s Burlington BURL Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-1,130
Closed -$322K – 724
2024
Q4 		$322K Buy
+1,130
New +$305K 0.04% 185
2019
Q4 		– Sell
-1,250
Closed -$250K – 482
2019
Q3 		$250K Buy
+1,250
New +$230K 0.05% 158

Other funds holding BURL

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
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
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 $3.38T AUM 44.17% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Toth Financial Advisory's BURL Position: Q1 2025 in Review

Toth Financial Advisory sold out of Burlington (BURL) in Q1 2025, closing a stake of 1,130 shares — an estimated $322K sold.

Toth Financial Advisory first reported a position in BURL in Q3 2019 and held it in 2 quarters. The position peaked at $322K in Q4 2024. 547 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Toth Financial Advisory reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 1,130 Burlington shares in Q1 2025, an estimated $322K.
  • Toth Financial Advisory first reported a position in Burlington in Q3 2019 and held it in 2 quarters.
  • Toth Financial Advisory's Burlington position peaked at $322K in Q4 2024.
  • 547 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.