Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Burford Capital BUR Stock Holding History

Sumitomo Mitsui Trust Group’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 		– Sell
-967,498
Closed -$13.4M – 1124
2023
Q3 		$13.4M Sell
967,498
-261,658
-21% -$3.56M 0.01% 748
2023
Q2 		$15M Sell
1,229,156
-288,209
-19% -$3.73M 0.01% 746
2023
Q1 		$14.1M Hold
1,517,365
– – 0.01% 763
2022
Q4 		$12.2M Sell
1,517,365
-83,219
-5% -$689K 0.01% 771
2022
Q3 		$11.9M Buy
1,600,584
+22,846
+1% +$217K 0.01% 773
2022
Q2 		$15.5M Buy
1,577,738
+76,720
+5% +$674K 0.01% 756
2022
Q1 		$13.7M Buy
+1,501,018
New +$14.3M 0.01% 769

Other funds holding BUR

MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CS
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

Sumitomo Mitsui Trust Group's BUR Position: Q4 2023 in Review

Sumitomo Mitsui Trust Group sold out of Burford Capital (BUR) in Q4 2023, closing a stake of 967,498 shares — an estimated $13.4M sold.

Sumitomo Mitsui Trust Group first reported a position in BUR in Q1 2022 and held it in 7 quarters. The position peaked at $15.5M in Q2 2022. 138 funds tracked by Wall St. Rank hold BUR as of Q4 2023.

  • Sumitomo Mitsui Trust Group reported no remaining Burford Capital position as of Q4 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 967,498 Burford Capital shares in Q4 2023, an estimated $13.4M.
  • Sumitomo Mitsui Trust Group first reported a position in Burford Capital in Q1 2022 and held it in 7 quarters.
  • Sumitomo Mitsui Trust Group's Burford Capital position peaked at $15.5M in Q2 2022.
  • 138 funds tracked by Wall St. Rank held Burford Capital as of Q4 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2023, filed 30 Jan 2024.