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Channel Wealth’s Burford Capital BUR Stock Holding History

Channel Wealth’s Portfolio BUR Stock Details BUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-79,830
Closed -$1.06M – 162
2024
Q3 		$1.06M Sell
79,830
-11,492
-13% -$152K 0.35% 57
2024
Q2 		$1.19M Buy
91,322
+8,716
+11% +$128K 0.43% 60
2024
Q1 		$1.32M Buy
+82,606
New +$1.23M 0.53% 52

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $166M AUM 31.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Channel Wealth's BUR Position: Q4 2024 in Review

Channel Wealth sold out of Burford Capital (BUR) in Q4 2024, closing a stake of 79,830 shares — an estimated $1.06M sold.

Channel Wealth first reported a position in BUR in Q1 2024 and held it in 3 quarters. The position peaked at $1.32M in Q1 2024. 183 funds tracked by Wall St. Rank hold BUR as of Q4 2024.

  • Channel Wealth reported no remaining Burford Capital position as of Q4 2024 after selling out during the quarter.
  • Channel Wealth sold 79,830 Burford Capital shares in Q4 2024, an estimated $1.06M.
  • Channel Wealth first reported a position in Burford Capital in Q1 2024 and held it in 3 quarters.
  • Channel Wealth's Burford Capital position peaked at $1.32M in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Burford Capital as of Q4 2024.

Based on Channel Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.