ZB
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Zions Bancorporation’s Burlington BURL Stock Holding History

Zions Bancorporation’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
2024
Q4 		$3.66M Buy
12,830
+2,257
+21% +$610K 0.23% 91
2024
Q3 		$2.79M Buy
10,573
+1,738
+20% +$450K 0.2% 99
2024
Q2 		$2.12M Sell
8,835
-310
-3% -$63.8K 0.17% 100
2024
Q1 		$2.12M Buy
9,145
+936
+11% +$191K 0.16% 114
2023
Q4 		$1.6M Buy
8,209
+1,992
+32% +$297K 0.11% 140
2023
Q3 		$841K Buy
6,217
+540
+10% +$86.6K 0.07% 205
2023
Q2 		$894K Buy
5,677
+53
+0.9% +$9.1K 0.08% 201
2023
Q1 		$1.14M Buy
5,624
+601
+12% +$131K 0.1% 168
2022
Q4 		$1.02M Buy
5,023
+754
+18% +$120K 0.08% 160
2022
Q3 		$478K Buy
4,269
+4,266
+142,200% +$621K 0.05% 235
2022
Q2 		$0 Sell
3
-5
-63% -$905 ﹤0.01% 1072
2022
Q1 		$1K Buy
8
+5
+167% +$1.1K ﹤0.01% 1086
2021
Q4 		$1K Hold
3
– – ﹤0.01% 957
2021
Q3 		$1K Hold
3
– – ﹤0.01% 965
2021
Q2 		$1K Sell
3
-2
-40% -$637 ﹤0.01% 939
2021
Q1 		$1K Hold
5
– – ﹤0.01% 905
2020
Q4 		$1K Hold
5
– – ﹤0.01% 890
2020
Q3 		$1K Hold
5
– – ﹤0.01% 968
2020
Q2 		$1K Hold
5
– – ﹤0.01% 877
2020
Q1 		$1K Hold
5
– – ﹤0.01% 843
2019
Q4 		$1K Hold
5
– – ﹤0.01% 925
2019
Q3 		$1K Hold
5
– – ﹤0.01% 915
2019
Q2 		$1K Hold
5
– – ﹤0.01% 850
2019
Q1 		$1K Buy
+5
New +$806 ﹤0.01% 874
2018
Q2 		– Sell
-24
Closed -$3K – 475
2018
Q1 		$3K Buy
+24
New +$2.96K ﹤0.01% 469
2017
Q4 		– Sell
-880
Closed -$84K – 662
2017
Q3 		$84K Buy
+880
New +$77.2K 0.01% 464

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zions Bancorporation's BURL Position: Q4 2024 in Review

Zions Bancorporation increased its Burlington (BURL) stake by 21% in Q4 2024, buying an estimated $610K and bringing the position to 12,830 shares worth $3.66M. The position accounts for 0.23% of the portfolio, ranked #91.

Zions Bancorporation first reported a position in BURL in Q3 2017 and has held it in 26 quarters since. 572 funds tracked by Wall St. Rank hold BURL as of Q4 2024.

  • Zions Bancorporation held 12,830 shares of Burlington worth $3.66M as of Q4 2024.
  • Zions Bancorporation bought 2,257 Burlington shares in Q4 2024, an estimated $610K.
  • Burlington made up 0.23% of Zions Bancorporation's portfolio in Q4 2024, its #91 holding.
  • Zions Bancorporation first reported a position in Burlington in Q3 2017 and has held it in 26 quarters since.
  • 572 funds tracked by Wall St. Rank held Burlington as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.