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Family Management’s Burford Capital BUR Stock Holding History

Family 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
Q2 		– Sell
-32,719
Closed -$514K – 181
2024
Q1 		$514K Hold
32,719
– – 0.09% 100
2023
Q4 		$506K Buy
+32,719
New +$437K 0.11% 87

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $166M AUM 31.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Family Management's BUR Position: Q2 2024 in Review

Family Management sold out of Burford Capital (BUR) in Q2 2024, closing a stake of 32,719 shares — an estimated $514K sold.

Family Management first reported a position in BUR in Q4 2023 and held it in 2 quarters. The position peaked at $514K in Q1 2024. 158 funds tracked by Wall St. Rank hold BUR as of Q2 2024.

  • Family Management reported no remaining Burford Capital position as of Q2 2024 after selling out during the quarter.
  • Family Management sold 32,719 Burford Capital shares in Q2 2024, an estimated $514K.
  • Family Management first reported a position in Burford Capital in Q4 2023 and held it in 2 quarters.
  • Family Management's Burford Capital position peaked at $514K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held Burford Capital as of Q2 2024.

Based on Family Management's 13F filing for Q2 2024, filed 14 Aug 2024.