USAA
BURL icon

United Services Automobile Association’s Burlington BURL Stock Holding History

United Services Automobile Association’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
-4,024
Closed -$956K – 161
2025
Q1 		$956K Buy
+4,024
New +$1.04M 0.03% 291
2019
Q4 		– Sell
-1,376
Closed -$275K – 319
2019
Q3 		$275K Sell
1,376
-10,139
-88% -$1.86M ﹤0.01% 373
2019
Q2 		$1.96M Sell
11,515
-97,885
-89% -$16M ﹤0.01% 1100
2019
Q1 		$17.1M Buy
109,400
+207
+0.2% +$33.4K 0.04% 380
2018
Q4 		$17.8M Buy
109,193
+98,835
+954% +$16M 0.05% 353
2018
Q3 		$1.69M Sell
10,358
-336
-3% -$53.6K ﹤0.01% 1182
2018
Q2 		$1.61M Hold
10,694
– – ﹤0.01% 1206
2018
Q1 		$1.42M Buy
+10,694
New +$1.32M ﹤0.01% 1238

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return