Carmichael Hill & Associates’s Brookfield Renewable BEP Stock Holding History

Carmichael Hill & Associates’s Portfolio BEP Stock Details BEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$19.7K	Hold	700	–	–	0.01%	508
2024 Q2	$17.3K	Buy	700 +100	+17%	+$2.49K	0.01%	504
2024 Q1	$13.9K	Hold	600	–	–	0.01%	526
2023 Q4	$15.8K	Hold	600	–	–	0.01%	511
2023 Q3	$13K	Hold	600	–	–	0.01%	528
2023 Q2	$17.7K	Hold	600	–	–	0.01%	489
2023 Q1	$18.9K	Buy	600 +100	+20%	+$2.82K	0.01%	463
2022 Q4	$12.7K	Buy	500 +100	+25%	+$2.85K	0.01%	520
2022 Q3	$13K	Buy	400 +100	+33%	+$3.7K	0.01%	525
2022 Q2	$10K	Hold	300	–	–	0.01%	553
2022 Q1	$12K	Hold	300	–	–	0.01%	559
2021 Q4	$11K	Buy	300 +100	+50%	+$3.69K	﹤0.01%	602
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	641
2021 Q2	$8K	Buy	200 +100	+100%	+$3.96K	﹤0.01%	619
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	666
2020 Q4	$4K	Buy	+100	New	+$3.83K	﹤0.01%	644

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Carmichael Hill & Associates's BEP Position: Q3 2024 in Review

Carmichael Hill & Associates held its Brookfield Renewable (BEP) position steady in Q3 2024 at 700 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #508.

Carmichael Hill & Associates first reported a position in BEP in Q4 2020 and has held it in 16 quarters since. 219 funds tracked by Wall St. Rank hold BEP as of Q3 2024.

Carmichael Hill & Associates held 700 shares of Brookfield Renewable worth $19.7K as of Q3 2024.
Carmichael Hill & Associates left its Brookfield Renewable share count unchanged in Q3 2024.
Brookfield Renewable made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #508 holding.
Carmichael Hill & Associates first reported a position in Brookfield Renewable in Q4 2020 and has held it in 16 quarters since.
219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.