Yousif Capital Management’s Burlington BURL Stock Holding History

Yousif Capital Management’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	$6.13M	Sell	18,837 -958	-5%	-$293K	0.07%	251
2025 Q4	$6.01M	Sell	19,795 -334	-2%	-$90.6K	0.07%	265
2025 Q3	$5.12M	Sell	20,129 -1,666	-8%	-$453K	0.05%	306
2025 Q2	$5.07M	Sell	21,795 -507	-2%	-$121K	0.05%	312
2025 Q1	$5.32M	Sell	22,302 -494	-2%	-$128K	0.06%	300
2024 Q4	$6.5M	Sell	22,796 -1,007	-4%	-$272K	0.07%	251
2024 Q3	$6.27M	Sell	23,803 -3,578	-13%	-$926K	0.07%	270
2024 Q2	$6.57M	Sell	27,381 -2,446	-8%	-$503K	0.07%	246
2024 Q1	$6.93M	Sell	29,827 -1,160	-4%	-$237K	0.08%	251
2023 Q4	$6.03M	Buy	+30,987	New	+$4.62M	0.07%	273
2023 Q2	–	Sell	-1,343	Closed	-$271K	–	1971
2023 Q1	$271K	Sell	1,343 -45	-3%	-$9.83K	﹤0.01%	1734
2022 Q4	$281K	Buy	+1,388	New	+$222K	﹤0.01%	1733
2022 Q2	–	Sell	-1,538	Closed	-$280K	–	1985
2022 Q1	$280K	Buy	1,538 +120	+8%	+$26.3K	﹤0.01%	1825
2021 Q4	$413K	Buy	+1,418	New	+$399K	﹤0.01%	1720

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