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Contravisory Investment Management’s Brookfield BN Stock Holding History

Contravisory Investment Management’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
2025
Q2 		– Sell
-27
Closed -$943 – 379
2025
Q1 		$943 Hold
27
– – ﹤0.01% 365
2024
Q4 		$1.03K Buy
+27
New +$1.02K ﹤0.01% 371
2022
Q3 		– Sell
-3,017
Closed -$72K – 326
2022
Q2 		$72K Buy
+3,017
New +$80.6K 0.02% 229
2020
Q3 		– Sell
-3,307
Closed -$61K – 253
2020
Q2 		$61K Sell
3,307
-508
-13% -$8.93K 0.02% 195
2020
Q1 		$60K Sell
3,815
-176
-4% -$3.62K 0.03% 207
2019
Q4 		$82K Sell
3,991
-45
-1% -$897 0.03% 200
2019
Q3 		$76K Buy
4,036
+81
+2% +$1.47K 0.03% 195
2019
Q2 		$67K Hold
3,955
– – 0.03% 201
2019
Q1 		$66K Buy
3,955
+2,694
+214% +$41.9K 0.03% 184
2018
Q4 		$17K Buy
+1,261
New +$18.8K 0.01% 238
2018
Q2 		– Sell
-4,260
Closed -$59K – 330
2018
Q1 		$59K Buy
4,260
+810
+23% +$11.7K 0.02% 206
2017
Q4 		$54K Buy
3,450
+1,965
+132% +$29.7K 0.02% 207
2017
Q3 		$22K Buy
+1,485
New +$20.8K 0.01% 225
2017
Q2 		– Sell
-950
Closed -$12K – 155
2017
Q1 		$12K Hold
950
– – ﹤0.01% 208
2016
Q4 		$11K Hold
950
– – ﹤0.01% 199
2016
Q3 		$12K Buy
950
+78
+9% +$955 ﹤0.01% 191
2016
Q2 		$10K Buy
872
+191
+28% +$2.28K ﹤0.01% 125
2016
Q1 		$8K Hold
681
– – ﹤0.01% 125
2015
Q4 		$8K Buy
681
+225
+49% +$2.64K ﹤0.01% 127
2015
Q3 		$5K Sell
456
-945
-67% -$11K ﹤0.01% 145
2015
Q2 		$17K Buy
+1,401
New +$17.8K ﹤0.01% 130

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Contravisory Investment Management's BN Position: Q2 2025 in Review

Contravisory Investment Management sold out of Brookfield (BN) in Q2 2025, closing a stake of 27 shares — an estimated $943 sold.

Contravisory Investment Management first reported a position in BN in Q2 2015 and held it in 21 quarters. The position peaked at $82K in Q4 2019. 854 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Contravisory Investment Management reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 27 Brookfield shares in Q2 2025, an estimated $943.
  • Contravisory Investment Management first reported a position in Brookfield in Q2 2015 and held it in 21 quarters.
  • Contravisory Investment Management's Brookfield position peaked at $82K in Q4 2019.
  • 854 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.