Burney Company’s Avis CAR Stock Holding History

Burney Company’s Portfolio CAR Stock Details CAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,396	Closed	-$1.13M	–	599
2023 Q4	$1.13M	Buy	+6,396	New	+$1.17M	0.05%	312
2013 Q3	–	Sell	-10,386	Closed	-$299K	–	411
2013 Q2	$299K	Buy	+10,386	New	+$312K	0.04%	329

Other funds holding CAR

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burney Company's CAR Position: Q1 2024 in Review

Burney Company sold out of Avis (CAR) in Q1 2024, closing a stake of 6,396 shares — an estimated $1.13M sold.

Burney Company first reported a position in CAR in Q2 2013 and held it in 2 quarters. The position peaked at $1.13M in Q4 2023. 261 funds tracked by Wall St. Rank hold CAR as of Q1 2024.

Burney Company reported no remaining Avis position as of Q1 2024 after selling out during the quarter.
Burney Company sold 6,396 Avis shares in Q1 2024, an estimated $1.13M.
Burney Company first reported a position in Avis in Q2 2013 and held it in 2 quarters.
Burney Company's Avis position peaked at $1.13M in Q4 2023.
261 funds tracked by Wall St. Rank held Avis as of Q1 2024.

Based on Burney Company's 13F filing for Q1 2024, filed 22 May 2024.