WT
BURL icon

Washington Trust’s Burlington BURL Stock Holding History

Washington Trust’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
-90
Closed -$25.7K – 779
2024
Q4 		$25.7K Hold
90
– – ﹤0.01% 538
2024
Q3 		$23.7K Hold
90
– – ﹤0.01% 558
2024
Q2 		$21.6K Hold
90
– – ﹤0.01% 564
2024
Q1 		$20.9K Hold
90
– – ﹤0.01% 567
2023
Q4 		$17.5K Hold
90
– – ﹤0.01% 571
2023
Q3 		$12.2K Hold
90
– – ﹤0.01% 606
2023
Q2 		$14.2K Hold
90
– – ﹤0.01% 606
2023
Q1 		$18.2K Hold
90
– – ﹤0.01% 584
2022
Q4 		$18.2K Buy
+90
New +$14.4K ﹤0.01% 569
2018
Q3 		– Sell
-6
Closed -$1K – 313
2018
Q2 		$1K Buy
+6
New +$854 ﹤0.01% 851

Other funds holding BURL

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return