EWM
BUR icon

Evergreen Wealth Management’s Burford Capital BUR Stock Holding History

Evergreen Wealth 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
2024
Q4 		– Sell
-108,154
Closed -$1.43M – 54
2024
Q3 		$1.43M Buy
+108,154
New +$1.43M 0.86% 39

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

Evergreen Wealth Management's BUR Position: Q4 2024 in Review

Evergreen Wealth Management sold out of Burford Capital (BUR) in Q4 2024, closing a stake of 108,154 shares — an estimated $1.43M sold.

Evergreen Wealth Management first reported a position in BUR in Q3 2024 and held it in 1 quarter. The position peaked at $1.43M in Q3 2024. 183 funds tracked by Wall St. Rank hold BUR as of Q4 2024.

  • Evergreen Wealth Management reported no remaining Burford Capital position as of Q4 2024 after selling out during the quarter.
  • Evergreen Wealth Management sold 108,154 Burford Capital shares in Q4 2024, an estimated $1.43M.
  • Evergreen Wealth Management first reported a position in Burford Capital in Q3 2024 and held it in 1 quarter.
  • Evergreen Wealth Management's Burford Capital position peaked at $1.43M in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Burford Capital as of Q4 2024.

Based on Evergreen Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.