Burney Company’s Trade Desk TTD Stock Holding History

Burney Company’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,668	Closed	-$1.14M	–	604
2024 Q4	$1.14M	Sell	9,668 -826	-8%	-$102K	0.04%	301
2024 Q3	$1.15M	Buy	10,494 +168	+2%	+$16.8K	0.04%	297
2024 Q2	$1.01M	Sell	10,326 -10,266	-50%	-$926K	0.04%	315
2024 Q1	$1.8M	Sell	20,592 -146,386	-88%	-$11.1M	0.07%	251
2023 Q4	$12M	Sell	166,978 -7,256	-4%	-$533K	0.51%	46
2023 Q3	$13.6M	Buy	174,234 +1,612	+0.9%	+$130K	0.64%	30
2023 Q2	$13.3M	Sell	172,622 -2,508	-1%	-$170K	0.61%	36
2023 Q1	$10.7M	Buy	175,130 +16,202	+10%	+$862K	0.53%	49
2022 Q4	$7.12M	Buy	+158,928	New	+$8.06M	0.36%	75
2022 Q2	–	Sell	-3,050	Closed	-$211K	–	582
2022 Q1	$211K	Hold	3,050	–	–	0.01%	560
2021 Q4	$280K	Hold	3,050	–	–	0.01%	506
2021 Q3	$214K	Sell	3,050 -100	-3%	-$7.73K	0.01%	547
2021 Q2	$244K	Sell	3,150 -100	-3%	-$6.39K	0.01%	532
2021 Q1	$212K	Buy	3,250 +80	+3%	+$6.18K	0.01%	537
2020 Q4	$254K	Buy	+3,170	New	+$239K	0.01%	464

Other funds holding TTD

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return