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Mutual Advisors’s Burford Capital BUR Stock Holding History

Mutual Advisors’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
-13,941
Closed -$192K – 1082
2024
Q3 		$192K Sell
13,941
-5,896
-30% -$78.2K 0.01% 1049
2024
Q2 		$267K Buy
+19,837
New +$291K 0.01% 935

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

Mutual Advisors's BUR Position: Q4 2024 in Review

Mutual Advisors sold out of Burford Capital (BUR) in Q4 2024, closing a stake of 13,941 shares — an estimated $192K sold.

Mutual Advisors first reported a position in BUR in Q2 2024 and held it in 2 quarters. The position peaked at $267K in Q2 2024. 183 funds tracked by Wall St. Rank hold BUR as of Q4 2024.

  • Mutual Advisors reported no remaining Burford Capital position as of Q4 2024 after selling out during the quarter.
  • Mutual Advisors sold 13,941 Burford Capital shares in Q4 2024, an estimated $192K.
  • Mutual Advisors first reported a position in Burford Capital in Q2 2024 and held it in 2 quarters.
  • Mutual Advisors's Burford Capital position peaked at $267K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Burford Capital as of Q4 2024.

Based on Mutual Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.