Burney Company’s Stifel SF Stock Holding History

Burney Company’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-32,040	Closed	-$720K	–	546
2020 Q3	$720K	Sell	32,040 -2,286	-7%	-$51K	0.04%	315
2020 Q2	$724K	Buy	+34,326	New	+$690K	0.05%	300

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Burney Company's SF Position: Q4 2020 in Review

Burney Company sold out of Stifel (SF) in Q4 2020, closing a stake of 32,040 shares — an estimated $720K sold.

Burney Company first reported a position in SF in Q2 2020 and held it in 2 quarters. The position peaked at $724K in Q2 2020. 296 funds tracked by Wall St. Rank hold SF as of Q4 2020.

Burney Company reported no remaining Stifel position as of Q4 2020 after selling out during the quarter.
Burney Company sold 32,040 Stifel shares in Q4 2020, an estimated $720K.
Burney Company first reported a position in Stifel in Q2 2020 and held it in 2 quarters.
Burney Company's Stifel position peaked at $724K in Q2 2020.
296 funds tracked by Wall St. Rank held Stifel as of Q4 2020.

Based on Burney Company's 13F filing for Q4 2020, filed 11 Feb 2021.