Burney Company’s Advance Auto Parts AAP Stock Holding History

Burney Company’s Portfolio AAP Stock Details AAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,475	Closed	-$219K	–	400
2017 Q1	$219K	Sell	1,475 -750	-34%	-$121K	0.01%	364
2016 Q4	$376K	Sell	2,225 -379	-15%	-$59.6K	0.03%	292
2016 Q3	$388K	Sell	2,604 -790	-23%	-$126K	0.03%	287
2016 Q2	$549K	Hold	3,394	–	–	0.04%	251
2016 Q1	$544K	Hold	3,394	–	–	0.04%	262
2015 Q4	$511K	Sell	3,394 -105	-3%	-$18.2K	0.04%	252
2015 Q3	$663K	Buy	3,499 +30	+0.9%	+$5.2K	0.05%	230
2015 Q2	$553K	Sell	3,469 -290	-8%	-$44.3K	0.04%	257
2015 Q1	$563K	Buy	3,759 +394	+12%	+$60.8K	0.04%	270
2014 Q4	$536K	Hold	3,365	–	–	0.04%	265
2014 Q3	$438K	Sell	3,365 -290	-8%	-$38K	0.04%	286
2014 Q2	$493K	Sell	3,655 -440	-11%	-$54.5K	0.04%	274
2014 Q1	$518K	Buy	4,095 +310	+8%	+$37.6K	0.05%	260
2013 Q4	$419K	Sell	3,785 -455	-11%	-$45.2K	0.04%	297
2013 Q3	$351K	Sell	4,240 -30	-0.7%	-$2.45K	0.04%	314
2013 Q2	$347K	Buy	+4,270	New	+$353K	0.04%	308

Other funds holding AAP

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return