M&G Investment Management’s Burford Capital BUR Stock Holding History

M&G 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
2023 Q4	$1.75B	Sell	1,133,895 -5,157	-0.5%	-$69K	6.21%	4
2023 Q3	$1.57B	Sell	1,139,052 -21,979	-2%	-$299K	7.03%	2
2023 Q2	$1.41B	Sell	1,161,031 -248,031	-18%	-$3.21M	5.66%	3
2023 Q1	$1.31B	Sell	1,409,062 -132,073	-9%	-$1.1M	6.2%	2
2022 Q4	$1.24B	Sell	1,541,135 -137,530	-8%	-$1.14M	6.16%	2
2022 Q3	$1.25M	Hold	1,678,665	–	–	7.24%	2
2022 Q2	$1.64M	Sell	1,678,665 -38,949	-2%	-$342K	9.73%	1
2022 Q1	$1.57M	Hold	1,717,614	–	–	3.05%	3
2021 Q4	$1.79M	Hold	1,717,614	–	–	4.64%	2
2021 Q3	$1.87M	Buy	1,717,614 +124,527	+8%	+$1.38M	4.46%	2
2021 Q2	$1.64M	Sell	1,593,087 -260,039	-14%	-$2.96M	4.06%	2
2021 Q1	$1.6M	Hold	1,853,126	–	–	5.05%	2
2020 Q4	$1.8M	Buy	+1,853,126	New	+$18M	11.22%	1

Other funds holding BUR

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

MCS

Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $166M AUM 31.18% 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

PNAA

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

M&G Investment Management's BUR Position: Q4 2023 in Review

M&G Investment Management reduced its Burford Capital (BUR) stake by 0.45% in Q4 2023, selling an estimated $69K and leaving 1,133,895 shares worth $1.75B. The position accounts for 6.21% of the portfolio, ranked #4.

M&G Investment Management first reported a position in BUR in Q4 2020 and has held it in 13 quarters since. 138 funds tracked by Wall St. Rank hold BUR as of Q4 2023.

M&G Investment Management held 1,133,895 shares of Burford Capital worth $1.75B as of Q4 2023.
M&G Investment Management sold 5,157 Burford Capital shares in Q4 2023, an estimated $69K.
Burford Capital made up 6.21% of M&G Investment Management's portfolio in Q4 2023, its #4 holding.
M&G Investment Management first reported a position in Burford Capital in Q4 2020 and has held it in 13 quarters since.
138 funds tracked by Wall St. Rank held Burford Capital as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.