WT
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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 – 778
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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Washington Trust's BURL Position: Q1 2025 in Review

Washington Trust sold out of Burlington (BURL) in Q1 2025, closing a stake of 90 shares — an estimated $25.7K sold.

Washington Trust first reported a position in BURL in Q2 2018 and held it in 10 quarters. The position peaked at $25.7K in Q4 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

  • Washington Trust reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
  • Washington Trust sold 90 Burlington shares in Q1 2025, an estimated $25.7K.
  • Washington Trust first reported a position in Burlington in Q2 2018 and held it in 10 quarters.
  • Washington Trust's Burlington position peaked at $25.7K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.