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Evelyn Partners Investment Management’s Burford Capital BUR Stock Holding History

Evelyn Partners Investment Management’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
2026
Q1 		$4.76M Sell
1,051,903
-777,450
-42% -$6.8M 0.13% 76
2025
Q4 		$16.4M Sell
1,829,353
-15,552
-0.8% -$152K 0.45% 49
2025
Q3 		$22M Sell
1,844,905
-25,155
-1% -$336K 0.62% 39
2025
Q2 		$21.9M Buy
1,870,060
+24,129
+1% +$315K 0.67% 40
2025
Q1 		$24.4M Sell
1,845,931
-193,185
-9% -$2.71M 0.81% 31
2024
Q4 		$26.4M Buy
+2,039,116
New +$27.4M 0.86% 29

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evelyn Partners Investment Management's BUR Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Burford Capital (BUR) stake by 42% in Q1 2026, selling an estimated $6.8M and leaving 1,051,903 shares worth $4.76M. The position accounts for 0.13% of the portfolio, ranked #76.

Evelyn Partners Investment Management first reported a position in BUR in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.4M in Q4 2024. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Evelyn Partners Investment Management held 1,051,903 shares of Burford Capital worth $4.76M as of Q1 2026.
  • Evelyn Partners Investment Management sold 777,450 Burford Capital shares in Q1 2026, an estimated $6.8M.
  • Burford Capital made up 0.13% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #76 holding.
  • Evelyn Partners Investment Management first reported a position in Burford Capital in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Burford Capital position peaked at $26.4M in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.