Burney Company’s Woodward WWD Stock Holding History

Burney Company’s Portfolio WWD Stock Details WWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,990	Closed	-$721K	–	551
2020 Q3	$721K	Hold	8,990	–	–	0.04%	314
2020 Q2	$697K	Buy	+8,990	New	+$587K	0.05%	305

Other funds holding WWD

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

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

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

DVI

Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Burney Company's WWD Position: Q4 2020 in Review

Burney Company sold out of Woodward (WWD) in Q4 2020, closing a stake of 8,990 shares — an estimated $721K sold.

Burney Company first reported a position in WWD in Q2 2020 and held it in 2 quarters. The position peaked at $721K in Q3 2020. 339 funds tracked by Wall St. Rank hold WWD as of Q4 2020.

Burney Company reported no remaining Woodward position as of Q4 2020 after selling out during the quarter.
Burney Company sold 8,990 Woodward shares in Q4 2020, an estimated $721K.
Burney Company first reported a position in Woodward in Q2 2020 and held it in 2 quarters.
Burney Company's Woodward position peaked at $721K in Q3 2020.
339 funds tracked by Wall St. Rank held Woodward as of Q4 2020.

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