West Branch Capital’s Burlington BURL Stock Holding History

West Branch Capital’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 Q4	–	Sell	-39	Closed	-$9.93K	–	423
2025 Q3	$9.93K	Hold	39	–	–	﹤0.01%	279
2025 Q2	$9.07K	Hold	39	–	–	﹤0.01%	279
2025 Q1	$9.29K	Hold	39	–	–	﹤0.01%	291
2024 Q4	$11.1K	Hold	39	–	–	﹤0.01%	259
2024 Q3	$10.3K	Hold	39	–	–	﹤0.01%	272
2024 Q2	$9.36K	Hold	39	–	–	﹤0.01%	278
2024 Q1	$9.06K	Hold	39	–	–	﹤0.01%	283
2023 Q4	$7.58K	Hold	39	–	–	﹤0.01%	298
2023 Q3	$5.28K	Hold	39	–	–	﹤0.01%	333
2023 Q2	$6.14K	Hold	39	–	–	﹤0.01%	327
2023 Q1	$7.88K	Hold	39	–	–	﹤0.01%	310
2022 Q4	$7.91K	Hold	39	–	–	﹤0.01%	303
2022 Q3	$4K	Hold	39	–	–	﹤0.01%	361
2022 Q2	$5K	Hold	39	–	–	﹤0.01%	328
2022 Q1	$7K	Hold	39	–	–	﹤0.01%	323
2021 Q4	$11K	Hold	39	–	–	﹤0.01%	312
2021 Q3	$11K	Hold	39	–	–	0.01%	298
2021 Q2	$13K	Buy	+39	New	+$12.4K	0.01%	298

Other funds holding BURL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return