Burney Company’s Pricesmart PSMT Stock Holding History

Burney Company’s Portfolio PSMT Stock Details PSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Sell	62,133 -1,203	-2%	-$201K	0.33%	47
2026 Q1	$9.53M	Sell	63,336 -35,111	-36%	-$5.13M	0.3%	54
2025 Q4	$12.1M	Sell	98,447 -862	-0.9%	-$105K	0.38%	58
2025 Q3	$12M	Buy	99,309 +2,421	+2%	+$268K	0.38%	60
2025 Q2	$10.2M	Buy	96,888 +3,912	+4%	+$395K	0.34%	70
2025 Q1	$8.17M	Buy	92,976 +38,399	+70%	+$3.42M	0.3%	84
2024 Q4	$5.03M	Buy	+54,577	New	+$4.98M	0.18%	125

Other funds holding PSMT

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return