Burney Company’s Exelixis EXEL Stock Holding History

Burney Company’s Portfolio EXEL Stock Details EXEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.8M	Sell	135,207 -69,390	-34%	-$2.98M	0.18%	106
2025 Q4	$8.97M	Sell	204,597 -25,538	-11%	-$1.06M	0.28%	79
2025 Q3	$9.5M	Sell	230,135 -175,993	-43%	-$7.07M	0.3%	82
2025 Q2	$17.9M	Buy	406,128 +4,912	+1%	+$196K	0.61%	42
2025 Q1	$14.8M	Buy	401,216 +32,843	+9%	+$1.17M	0.54%	45
2024 Q4	$12.3M	Buy	+368,373	New	+$12M	0.43%	60
2023 Q3	–	Sell	-112,489	Closed	-$2.15M	–	577
2023 Q2	$2.15M	Buy	+112,489	New	+$2.17M	0.1%	220
2021 Q4	–	Sell	-20,749	Closed	-$439K	–	589
2021 Q3	$439K	Sell	20,749 -9,097	-30%	-$169K	0.02%	433
2021 Q2	$544K	Sell	29,846 -485	-2%	-$11.3K	0.03%	410
2021 Q1	$685K	Sell	30,331 -4,254	-12%	-$96.1K	0.03%	363
2020 Q4	$694K	Sell	34,585 -144,280	-81%	-$3.02M	0.04%	330
2020 Q3	$4.37M	Buy	178,865 +26,528	+17%	+$619K	0.27%	114
2020 Q2	$3.62M	Buy	+152,337	New	+$3.53M	0.23%	127

Other funds holding EXEL

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return