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Burney Company’s Worthington Steel WS Stock Holding History

Burney Company’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,860
Closed -$250K – 609
2024
Q4 		$250K Sell
7,860
-1,783
-18% -$69.5K 0.01% 541
2024
Q3 		$328K Sell
9,643
-1,522
-14% -$52.3K 0.01% 506
2024
Q2 		$372K Sell
11,165
-2,585
-19% -$84.6K 0.01% 472
2024
Q1 		$493K Sell
13,750
-41,076
-75% -$1.25M 0.02% 438
2023
Q4 		$1.54M Buy
+54,826
New +$1.5M 0.06% 272

Other funds holding WS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burney Company's WS Position: Q1 2025 in Review

Burney Company sold out of Worthington Steel (WS) in Q1 2025, closing a stake of 7,860 shares — an estimated $250K sold.

Burney Company first reported a position in WS in Q4 2023 and held it in 5 quarters. The position peaked at $1.54M in Q4 2023. 207 funds tracked by Wall St. Rank hold WS as of Q1 2025.

  • Burney Company reported no remaining Worthington Steel position as of Q1 2025 after selling out during the quarter.
  • Burney Company sold 7,860 Worthington Steel shares in Q1 2025, an estimated $250K.
  • Burney Company first reported a position in Worthington Steel in Q4 2023 and held it in 5 quarters.
  • Burney Company's Worthington Steel position peaked at $1.54M in Q4 2023.
  • 207 funds tracked by Wall St. Rank held Worthington Steel as of Q1 2025.

Based on Burney Company's 13F filing for Q1 2025, filed 6 May 2025.