Howe & Rusling’s Burford Capital BUR Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-1,540	Closed	-$12K	–	419
2022 Q3	$12K	Hold	1,540	–	–	﹤0.01%	504
2022 Q2	$16K	Hold	1,540	–	–	﹤0.01%	453
2022 Q1	$14K	Hold	1,540	–	–	﹤0.01%	468
2021 Q4	$16K	Hold	1,540	–	–	﹤0.01%	460
2021 Q3	$17K	Hold	1,540	–	–	﹤0.01%	434
2021 Q2	$16K	Hold	1,540	–	–	﹤0.01%	425
2021 Q1	$14K	Hold	1,540	–	–	﹤0.01%	446
2020 Q4	$15K	Buy	+1,540	New	+$14.9K	﹤0.01%	435

Other funds holding BUR

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

BCP

Bayberry Capital Partners New York $323M AUM 27.31% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Howe & Rusling's BUR Position: Q4 2022 in Review

Howe & Rusling sold out of Burford Capital (BUR) in Q4 2022, closing a stake of 1,540 shares — an estimated $12K sold.

Howe & Rusling first reported a position in BUR in Q4 2020 and held it in 8 quarters. The position peaked at $17K in Q3 2021. 82 funds tracked by Wall St. Rank hold BUR as of Q4 2022.

Howe & Rusling reported no remaining Burford Capital position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 1,540 Burford Capital shares in Q4 2022, an estimated $12K.
Howe & Rusling first reported a position in Burford Capital in Q4 2020 and held it in 8 quarters.
Howe & Rusling's Burford Capital position peaked at $17K in Q3 2021.
82 funds tracked by Wall St. Rank held Burford Capital as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.