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Burney Company’s First Interstate BancSystem FIBK Stock Holding History

Burney Company’s Portfolio FIBK Stock Details FIBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,498
Closed -$230K – 580
2021
Q2 		$230K Sell
5,498
-5,000
-48% -$231K 0.01% 545
2021
Q1 		$484K Sell
10,498
-8,413
-44% -$374K 0.02% 414
2020
Q4 		$771K Sell
18,911
-9,664
-34% -$367K 0.04% 316
2020
Q3 		$910K Sell
28,575
-171,649
-86% -$5.32M 0.06% 288
2020
Q2 		$6.2M Sell
200,224
-16,519
-8% -$505K 0.4% 72
2020
Q1 		$6.25M Buy
216,743
+434
+0.2% +$15.6K 0.48% 63
2019
Q4 		$9.07M Buy
216,309
+4,746
+2% +$199K 0.5% 64
2019
Q3 		$8.51M Buy
211,563
+15,885
+8% +$624K 0.51% 66
2019
Q2 		$7.75M Buy
195,678
+11,451
+6% +$457K 0.47% 69
2019
Q1 		$7.34M Buy
184,227
+9,763
+6% +$390K 0.45% 72
2018
Q4 		$6.38M Sell
174,464
-3,494
-2% -$145K 0.45% 67
2018
Q3 		$7.97M Buy
+177,958
New +$7.93M 0.47% 60

Other funds holding FIBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Burney Company's FIBK Position: Q3 2021 in Review

Burney Company sold out of First Interstate BancSystem (FIBK) in Q3 2021, closing a stake of 5,498 shares — an estimated $230K sold.

Burney Company first reported a position in FIBK in Q3 2018 and held it in 12 quarters. The position peaked at $9.07M in Q4 2019. 190 funds tracked by Wall St. Rank hold FIBK as of Q3 2021.

  • Burney Company reported no remaining First Interstate BancSystem position as of Q3 2021 after selling out during the quarter.
  • Burney Company sold 5,498 First Interstate BancSystem shares in Q3 2021, an estimated $230K.
  • Burney Company first reported a position in First Interstate BancSystem in Q3 2018 and held it in 12 quarters.
  • Burney Company's First Interstate BancSystem position peaked at $9.07M in Q4 2019.
  • 190 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2021.

Based on Burney Company's 13F filing for Q3 2021, filed 12 Nov 2021.