Burney Company’s APA Corp APA Stock Holding History

Burney Company’s Portfolio APA Stock Details APA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Buy	+37,334	New	+$1.4M	0.03%	327
2015 Q4	–	Sell	-6,636	Closed	-$260K	–	377
2015 Q3	$260K	Sell	6,636 -5,659	-46%	-$257K	0.02%	319
2015 Q2	$709K	Sell	12,295 -39,090	-76%	-$2.46M	0.05%	233
2015 Q1	$3.1M	Buy	51,385 +2,974	+6%	+$187K	0.21%	127
2014 Q4	$3.03M	Buy	48,411 +40,179	+488%	+$2.86M	0.24%	118
2014 Q3	$773K	Buy	8,232 +805	+11%	+$79.7K	0.07%	224
2014 Q2	$747K	Buy	7,427 +661	+10%	+$59.9K	0.06%	238
2014 Q1	$561K	Sell	6,766 -30	-0.4%	-$2.46K	0.05%	255
2013 Q4	$584K	Sell	6,796 -158	-2%	-$14.1K	0.06%	260
2013 Q3	$592K	Sell	6,954 -176	-2%	-$14.6K	0.07%	253
2013 Q2	$598K	Buy	+7,130	New	+$566K	0.07%	234

Other funds holding APA

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return