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Waratah Capital Advisors’s Burlington BURL Stock Holding History

Waratah Capital Advisors’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
-49,743
Closed -$11.9M – 171
2025
Q1 		$11.9M Buy
+49,743
New +$12.9M 0.81% 70
2024
Q4 		– Sell
-52,418
Closed -$13.8M – 159
2024
Q3 		$13.8M Buy
+52,418
New +$13.6M 0.82% 57
2023
Q3 		– Sell
-18,486
Closed -$2.91M – 161
2023
Q2 		$2.91M Buy
+18,486
New +$3.17M 0.15% 93
2023
Q1 		– Sell
-21,910
Closed -$4.44M – 170
2022
Q4 		$4.44M Buy
+21,910
New +$3.5M 0.28% 81
2021
Q2 		– Sell
-1,043
Closed -$312K – 267
2021
Q1 		$312K Sell
1,043
-1,066
-51% -$290K 0.02% 233
2020
Q4 		$552K Buy
+2,109
New +$470K 0.04% 153
2019
Q3 		– Sell
-7,171
Closed -$1.22M – 179
2019
Q2 		$1.22M Buy
+7,171
New +$1.17M 0.14% 85

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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