Clarus Group’s Brookfield BN Stock Holding History

Clarus Group’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,919	Closed	-$221K	–	116
2024 Q1	$221K	Buy	+7,919	New	+$214K	0.15%	102

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Clarus Group's BN Position: Q2 2024 in Review

Clarus Group sold out of Brookfield (BN) in Q2 2024, closing a stake of 7,919 shares — an estimated $221K sold.

Clarus Group first reported a position in BN in Q1 2024 and held it in 1 quarter. The position peaked at $221K in Q1 2024. 693 funds tracked by Wall St. Rank hold BN as of Q2 2024.

Clarus Group reported no remaining Brookfield position as of Q2 2024 after selling out during the quarter.
Clarus Group sold 7,919 Brookfield shares in Q2 2024, an estimated $221K.
Clarus Group first reported a position in Brookfield in Q1 2024 and held it in 1 quarter.
Clarus Group's Brookfield position peaked at $221K in Q1 2024.
693 funds tracked by Wall St. Rank held Brookfield as of Q2 2024.

Based on Clarus Group's 13F filing for Q2 2024, filed 22 Jul 2024.