BC
MTOR

Burney Company’s MERITOR, Inc. MTOR Stock Holding History

Burney Company’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-40,323
Closed -$1.47M – 573
2022
Q2 		$1.47M Sell
40,323
-19,410
-32% -$698K 0.08% 248
2022
Q1 		$2.12M Sell
59,733
-25,195
-30% -$745K 0.1% 224
2021
Q4 		$2.1M Sell
84,928
-31,128
-27% -$794K 0.09% 232
2021
Q3 		$2.47M Sell
116,056
-135,297
-54% -$3.15M 0.12% 202
2021
Q2 		$5.89M Buy
251,353
+11,942
+5% +$314K 0.27% 115
2021
Q1 		$7.04M Buy
239,411
+23,558
+11% +$700K 0.35% 94
2020
Q4 		$6.02M Buy
215,853
+11,805
+6% +$312K 0.33% 99
2020
Q3 		$4.27M Buy
204,048
+30,773
+18% +$693K 0.26% 118
2020
Q2 		$3.43M Buy
+173,275
New +$3.2M 0.22% 131

Other funds holding MTOR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Burney Company's MTOR Position: Q3 2022 in Review

Burney Company sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 40,323 shares — an estimated $1.47M sold.

Burney Company first reported a position in MTOR in Q2 2020 and held it in 9 quarters. The position peaked at $7.04M in Q1 2021. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • Burney Company reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • Burney Company sold 40,323 MERITOR, Inc. shares in Q3 2022, an estimated $1.47M.
  • Burney Company first reported a position in MERITOR, Inc. in Q2 2020 and held it in 9 quarters.
  • Burney Company's MERITOR, Inc. position peaked at $7.04M in Q1 2021.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Burney Company's 13F filing for Q3 2022, filed 15 Nov 2022.