Whittier Trust’s Burlington BURL Stock Holding History

Whittier 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
2026 Q1	$19.3K	Hold	57	–	–	﹤0.01%	1007
2025 Q4	$17.8K	Hold	57	–	–	﹤0.01%	1049
2025 Q3	$14.8K	Hold	57	–	–	﹤0.01%	1059
2025 Q2	$13.3K	Hold	57	–	–	﹤0.01%	1186
2025 Q1	$13.6K	Hold	57	–	–	﹤0.01%	1171
2024 Q4	$16.2K	Hold	57	–	–	﹤0.01%	1155
2024 Q3	$15K	Hold	57	–	–	﹤0.01%	1184
2024 Q2	$13.7K	Buy	+57	New	+$11.7K	﹤0.01%	1190
2022 Q2	–	Sell	-44	Closed	-$8K	–	1691
2022 Q1	$8K	Hold	44	–	–	﹤0.01%	1370
2021 Q4	$13K	Hold	44	–	–	﹤0.01%	1269
2021 Q3	$12K	Sell	44 -125	-74%	-$40K	﹤0.01%	1215
2021 Q2	$54K	Hold	169	–	–	﹤0.01%	937
2021 Q1	$50K	Buy	169 +44	+35%	+$12K	﹤0.01%	926
2020 Q4	$33K	Buy	+125	New	+$27.8K	﹤0.01%	933

Other funds holding BURL

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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