Ownership history in BURNEY CO/ Β· 27 quarters on record
This page tracks every 13F SEC filing in which BURNEY CO/ reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BURNEY CO/ outperformed the S&P 500 by +37.1% annually on this AVGO position. Timing score: 44% (11/25 decisions correct). Average cost basis: $148.13. Maximum drawdown during holding period: β31.7%.
π₯ Exceptional β beat the S&P 500 by 37.1% per year on this position.
25 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
11 of 25 add/trim decisions correct
Best entry: $20.70 (2020 Q1) Β· Worst: $170.14 (2024 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
14 adds Β· 13 trims. Bought during 3 of 6 down-price quarters. π More buys than sells across the holding period.
π BURNEY CO/ has been actively increasing its AVGO allocation β a bullish signal from insiders.
Currently 1.72% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size