Trust Company’s Burlington BURL Stock Holding History

Trust Company’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 Q2	–	Sell	-11	Closed	-$2.62K	–	423
2025 Q1	$2.62K	Hold	11	–	–	﹤0.01%	392
2024 Q4	$3.14K	Hold	11	–	–	﹤0.01%	368
2024 Q3	$2.9K	Buy	+11	New	+$2.85K	﹤0.01%	348

Other funds holding BURL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trust Company's BURL Position: Q2 2025 in Review

Trust Company sold out of Burlington (BURL) in Q2 2025, closing a stake of 11 shares — an estimated $2.62K sold.

Trust Company first reported a position in BURL in Q3 2024 and held it in 3 quarters. The position peaked at $3.14K in Q4 2024. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

Trust Company reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
Trust Company sold 11 Burlington shares in Q2 2025, an estimated $2.62K.
Trust Company first reported a position in Burlington in Q3 2024 and held it in 3 quarters.
Trust Company's Burlington position peaked at $3.14K in Q4 2024.
507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Trust Company's 13F filing for Q2 2025, filed 7 Jul 2025.