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Unique Wealth Strategies’s Burlington BURL Stock Holding History

Unique Wealth Strategies’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
2024
Q4 		– Sell
-1,910
Closed -$503K – 199
2024
Q3 		$503K Buy
+1,910
New +$494K 0.21% 130

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Unique Wealth Strategies's BURL Position: Q4 2024 in Review

Unique Wealth Strategies sold out of Burlington (BURL) in Q4 2024, closing a stake of 1,910 shares — an estimated $503K sold.

Unique Wealth Strategies first reported a position in BURL in Q3 2024 and held it in 1 quarter. The position peaked at $503K in Q3 2024. 573 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Unique Wealth Strategies reported no remaining Burlington position as of Q4 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,910 Burlington shares in Q4 2024, an estimated $503K.
  • Unique Wealth Strategies first reported a position in Burlington in Q3 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Burlington position peaked at $503K in Q3 2024.
  • 573 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.