Mackenzie Financial

Mackenzie Financial’s Burford Capital BUR Stock Holding History

Mackenzie Financial’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	–	Sell	-12,606	Closed	-$113K	–	1474
2025 Q4	$113K	Sell	12,606 -196	-2%	-$1.92K	﹤0.01%	1590
2025 Q3	$153K	Hold	12,802	–	–	﹤0.01%	1591
2025 Q2	$183K	Hold	12,802	–	–	﹤0.01%	1571
2025 Q1	$169K	Hold	12,802	–	–	﹤0.01%	1541
2024 Q4	$163K	Hold	12,802	–	–	﹤0.01%	1590
2024 Q3	$170K	Buy	+12,802	New	+$170K	﹤0.01%	1423
2023 Q2	–	Sell	-789,216	Closed	-$7.35M	–	1524
2023 Q1	$7.35M	Buy	+789,216	New	+$6.55M	0.01%	486
2022 Q4	–	Sell	-786,253	Closed	-$5.85M	–	1454
2022 Q3	$5.85M	Sell	786,253 -216,260	-22%	-$2.06M	0.01%	502
2022 Q2	$10.1M	Sell	1,002,513 -469,300	-32%	-$4.12M	0.02%	430
2022 Q1	$13.5M	Sell	1,471,813 -10,400	-0.7%	-$99K	0.02%	425
2021 Q4	$15.7M	Sell	1,482,213 -13,900	-0.9%	-$148K	0.02%	400
2021 Q3	$16.4M	Sell	1,496,113 -4,300	-0.3%	-$47.8K	0.02%	382
2021 Q2	$15.6M	Sell	1,500,413 -186,300	-11%	-$2.12M	0.02%	379
2021 Q1	$15.2M	Buy	+1,686,713	New	+$14.8M	0.02%	356

Other funds holding BUR

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return