Burney Company’s Regal Rexnord RRX Stock Holding History

Burney Company’s Portfolio RRX Stock Details RRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$218K	Buy	+914	New	+$191K	0.01%	586
2022 Q2	–	Sell	-1,794	Closed	-$267K	–	574
2022 Q1	$267K	Buy	1,794 +43	+2%	+$6.89K	0.01%	508
2021 Q4	$298K	Buy	1,751 +38	+2%	+$6.02K	0.01%	494
2021 Q3	$258K	Buy	1,713 +109	+7%	+$15.6K	0.01%	508
2021 Q2	$214K	Hold	1,604	–	–	0.01%	563
2021 Q1	$229K	Buy	+1,604	New	+$220K	0.01%	527
2020 Q3	–	Sell	-3,230	Closed	-$282K	–	518
2020 Q2	$282K	Hold	3,230	–	–	0.02%	412
2020 Q1	$203K	Sell	3,230 -806	-20%	-$63.2K	0.02%	404
2019 Q4	$346K	Hold	4,036	–	–	0.02%	377
2019 Q3	$294K	Buy	4,036 +906	+29%	+$68.4K	0.02%	380
2019 Q2	$256K	Buy	+3,130	New	+$252K	0.02%	403
2014 Q1	–	Sell	-3,095	Closed	-$228K	–	410
2013 Q4	$228K	Sell	3,095 -650	-17%	-$47.1K	0.02%	389
2013 Q3	$254K	Sell	3,745 -430	-10%	-$28.6K	0.03%	362
2013 Q2	$271K	Buy	+4,175	New	+$292K	0.03%	343

Other funds holding RRX

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

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

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return