Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,666
Closed -$329K 566
2022
Q4
$329K Sell
4,666
-3,778
-45% -$260K 0.02% 456
2022
Q3
$550K Sell
8,444
-1,346
-14% -$100K 0.03% 393
2022
Q2
$701K Buy
9,790
+185
+2% +$14K 0.04% 354
2022
Q1
$751K Sell
9,605
-493
-5% -$39.6K 0.03% 371
2021
Q4
$962K Sell
10,098
-543
-5% -$48.6K 0.04% 330
2021
Q3
$936K Hold
10,641
0.04% 316
2021
Q2
$1.05M Sell
10,641
-357
-3% -$35.3K 0.05% 311
2021
Q1
$1.09M Sell
10,998
-7,010
-39% -$670K 0.05% 301
2020
Q4
$1.75M Sell
18,008
-35
-0.2% -$2.89K 0.1% 233
2020
Q3
$1.2M Sell
18,043
-2,287
-11% -$155K 0.07% 255
2020
Q2
$1.34M Sell
20,330
-11,262
-36% -$674K 0.09% 239
2020
Q1
$1.71M Sell
31,592
-4,693
-13% -$308K 0.13% 179
2019
Q4
$2.5M Sell
36,285
-2,500
-6% -$165K 0.14% 171
2019
Q3
$2.51M Sell
38,785
-14,493
-27% -$911K 0.15% 169
2019
Q2
$3.44M Sell
53,278
-16,433
-24% -$1.05M 0.21% 144
2019
Q1
$4.39M Sell
69,711
-17,190
-20% -$1.1M 0.27% 119
2018
Q4
$5.37M Sell
86,901
-17,232
-17% -$1.16M 0.38% 84
2018
Q3
$7.29M Sell
104,133
-16,913
-14% -$1.13M 0.43% 70
2018
Q2
$7.47M Sell
121,046
-28,281
-19% -$1.8M 0.44% 70
2018
Q1
$9.49M Sell
149,327
-21,187
-12% -$1.36M 0.59% 52
2017
Q4
$10.6M Sell
170,514
-2,435
-1% -$147K 0.6% 49
2017
Q3
$9.98M Sell
172,949
-8,869
-5% -$465K 0.65% 47
2017
Q2
$8.99M Sell
181,818
-22,933
-11% -$1.17M 0.59% 60
2017
Q1
$10.7M Sell
204,751
-6,900
-3% -$342K 0.71% 46
2016
Q4
$9.56M Sell
211,651
-31,048
-13% -$1.5M 0.65% 55
2016
Q3
$13.2M Sell
242,699
-24,665
-9% -$1.23M 0.93% 27
2016
Q2
$12.8M Sell
267,364
-8,022
-3% -$366K 0.92% 29
2016
Q1
$12M Sell
275,386
-2,022
-0.7% -$75.1K 0.87% 30
2015
Q4
$9.55M Sell
277,408
-17,604
-6% -$604K 0.71% 48
2015
Q3
$9.62M Sell
295,012
-14,872
-5% -$507K 0.74% 46
2015
Q2
$12.3M Buy
309,884
+2,459
+0.8% +$97.4K 0.84% 36
2015
Q1
$11.7M Buy
307,425
+10,649
+4% +$425K 0.8% 38
2014
Q4
$12.8M Buy
296,776
+1,999
+0.7% +$84.9K 1.01% 24
2014
Q3
$12.3M Sell
294,777
-1,475
-0.5% -$65.4K 1.06% 17
2014
Q2
$12.8M Buy
296,252
+2,511
+0.9% +$105K 1.11% 16
2014
Q1
$13.1M Buy
293,741
+53,500
+22% +$2.25M 1.19% 16
2013
Q4
$9.26M Buy
240,241
+68,555
+40% +$2.46M 0.9% 31
2013
Q3
$5.92M Buy
171,686
+13,735
+9% +$456K 0.66% 48
2013
Q2
$5.28M Buy
+157,951
New +$5.29M 0.66% 45

Other funds holding DLB

Burney Company's DLB Position: Q1 2023 in Review

Burney Company sold out of Dolby (DLB) in Q1 2023, closing a stake of 4,666 shares — an estimated $329K sold.

Burney Company first reported a position in DLB in Q2 2013 and held it in 39 quarters. The position peaked at $13.2M in Q3 2016. 413 funds tracked by Wall St. Rank hold DLB as of Q1 2023.

  • Burney Company reported no remaining Dolby position as of Q1 2023 after selling out during the quarter.
  • Burney Company sold 4,666 Dolby shares in Q1 2023, an estimated $329K.
  • Burney Company first reported a position in Dolby in Q2 2013 and held it in 39 quarters.
  • Burney Company's Dolby position peaked at $13.2M in Q3 2016.
  • 413 funds tracked by Wall St. Rank held Dolby as of Q1 2023.

Based on Burney Company's 13F filing for Q1 2023, filed 10 May 2023.