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Raymond James & Associates’s Burford Capital BUR Stock Holding History

Raymond James & Associates’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
Q3 		– Sell
-66,301
Closed -$808K – 3812
2023
Q2 		$808K Buy
66,301
+34,950
+111% +$452K ﹤0.01% 2615
2023
Q1 		$347K Sell
31,351
-361
-1% -$3K ﹤0.01% 3149
2022
Q4 		$258K Buy
+31,712
New +$262K ﹤0.01% 3309

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
Teacher Retirement System of Texas
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Raymond James & Associates's BUR Position: Q3 2023 in Review

Raymond James & Associates sold out of Burford Capital (BUR) in Q3 2023, closing a stake of 66,301 shares — an estimated $808K sold.

Raymond James & Associates first reported a position in BUR in Q4 2022 and held it in 3 quarters. The position peaked at $808K in Q2 2023. 118 funds tracked by Wall St. Rank hold BUR as of Q3 2023.

  • Raymond James & Associates reported no remaining Burford Capital position as of Q3 2023 after selling out during the quarter.
  • Raymond James & Associates sold 66,301 Burford Capital shares in Q3 2023, an estimated $808K.
  • Raymond James & Associates first reported a position in Burford Capital in Q4 2022 and held it in 3 quarters.
  • Raymond James & Associates's Burford Capital position peaked at $808K in Q2 2023.
  • 118 funds tracked by Wall St. Rank held Burford Capital as of Q3 2023.

Based on Raymond James & Associates's 13F filing for Q3 2023, filed 24 Oct 2023.