Westwood Holdings Group’s Burlington BURL Stock Holding History

Westwood Holdings Group’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
2026 Q2	$368K	Buy	+1,161	New	+$374K	﹤0.01%	523
2022 Q1	–	Sell	-849	Closed	-$248K	–	455
2021 Q4	$248K	Buy	849 +72	+9%	+$20.2K	﹤0.01%	423
2021 Q3	$221K	Hold	777	–	–	﹤0.01%	418
2021 Q2	$251K	Sell	777 -1	-0.1%	-$318	﹤0.01%	416
2021 Q1	$233K	Sell	778 -3	-0.4%	-$815	﹤0.01%	438
2020 Q4	$205K	Buy	+781	New	+$174K	﹤0.01%	422
2020 Q1	–	Sell	-464	Closed	-$105K	–	424
2019 Q4	$105K	Sell	464 -12	-3%	-$2.51K	﹤0.01%	484
2019 Q3	$95K	Sell	476 -1,143	-71%	-$210K	﹤0.01%	448
2019 Q2	$277K	Sell	1,619 -17,156	-91%	-$2.8M	﹤0.01%	431
2019 Q1	$2.94M	Buy	18,775 +1,905	+11%	+$307K	0.03%	243
2018 Q4	$2.74M	Sell	16,870 -100,977	-86%	-$16.3M	0.03%	234
2018 Q3	$19.2M	Sell	117,847 -28,201	-19%	-$4.5M	0.17%	152
2018 Q2	$22M	Buy	146,048 +5,550	+4%	+$790K	0.18%	155
2018 Q1	$18.7M	Buy	+140,498	New	+$17.4M	0.15%	165

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westwood Holdings Group's BURL Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Burlington (BURL) in Q2 2026: 1,161 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in BURL as recently as Q4 2021.

Westwood Holdings Group first reported a position in BURL in Q1 2018 and has held it in 14 quarters since. The position peaked at $22M in Q2 2018. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Westwood Holdings Group held 1,161 shares of Burlington worth $368K as of Q2 2026.
Burlington was a new Westwood Holdings Group position in Q2 2026.
Burlington made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #523 holding.
Westwood Holdings Group first reported a position in Burlington in Q1 2018 and has held it in 14 quarters since.
Westwood Holdings Group's Burlington position peaked at $22M in Q2 2018.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.