BURNEY CO/ GEF/B — GREIF INC

Ownership history in BURNEY CO/  ·  19 quarters on record

AI Ownership Summary

BURNEY CO/ reported GREIF INC (GEF/B) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows GEF/B at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GEF/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in GREIF INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GEF/B was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GEF/B stock page BURNEY CO/ fund profile BURNEY CO/ full holdings
How BURNEY CO/ held GEF/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,231 +520 +11.0% 0.01% $489K 2026-07-15 $83.34
2026 Q1 REDUCED — — — 4,711 -224 -4.5% 0.01% $412K 2026-04-29 $83.34
2025 Q4 REDUCED — — — 4,935 -1,019 -17.1% 0.01% $369K 2026-01-23 $82.31
2025 Q3 REDUCED — — — 5,954 -280 -4.5% 0.01% $367K 2025-10-16 $59.33
2025 Q2 REDUCED — — — 6,234 -2,298 -26.9% 0.01% $430K 2025-08-05 $63.95
2025 Q1 REDUCED — — — 8,532 -22 -0.3% 0.02% $506K 2025-05-06 $54.86
2024 Q4 REDUCED — — — 8,554 -221 -2.5% 0.02% $580K 2025-01-14 $59.39
2024 Q3 ADDED — — — 8,775 +291 +3.4% 0.02% $613K 2024-10-18 $65.24
2024 Q2 REDUCED — — — 8,484 -1,185 -12.3% 0.02% $530K 2024-07-29 $63.33
2024 Q1 ADDED — — — 9,669 +875 +9.9% 0.03% $672K 2024-05-22 $59.69
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GEF/B

As of 2026 Q2 — sorted by position size

Sound Income Strategies, LLC 3Y 7Y 1.02% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0% GAMMA Investing LLC 0.0% Torren Management, LLC 0.0% Fortitude Family Office, LLC 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About BURNEY CO/ and GEF/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning GEF/B?

BURNEY CO/ reported GEF/B across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GEF/B position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for GEF/B was 0.03% in 2024 Q1.

What is the latest reported GEF/B position on this page?

The most recent filing on this page is 2026 Q2, when BURNEY CO/ reported 5,231 shares, equal to 0.01% of portfolio, with an estimated market value of $489K.

What does the chart on this GEF/B ownership page compare?

The chart compares BURNEY CO/'s quarterly GEF/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURNEY CO/ time their GEF/B position?

Based on 13F filing dates vs. subsequent GEF/B price moves, BURNEY CO/ correctly timed 11 out of 18 reported position changes (61%). The annualised alpha on GEF/B relative to SPY over the holding period was +0.2%.

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