Evelyn Partners Investment Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Evelyn Partners Investment Management’s Portfolio BIP Stock Details BIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,275	Closed	-$41.9K	–	415
2025 Q3	$41.9K	Hold	1,275	–	–	﹤0.01%	290
2025 Q2	$42.7K	Hold	1,275	–	–	﹤0.01%	292
2025 Q1	$38K	Hold	1,275	–	–	﹤0.01%	296
2024 Q4	$40.5K	Buy	+1,275	New	+$43.5K	﹤0.01%	285

Other funds holding BIP

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Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Evelyn Partners Investment Management's BIP Position: Q4 2025 in Review

Evelyn Partners Investment Management sold out of Brookfield Infrastructure Partners (BIP) in Q4 2025, closing a stake of 1,275 shares — an estimated $41.9K sold.

Evelyn Partners Investment Management first reported a position in BIP in Q4 2024 and held it in 4 quarters. The position peaked at $42.7K in Q2 2025. 346 funds tracked by Wall St. Rank hold BIP as of Q4 2025.

Evelyn Partners Investment Management reported no remaining Brookfield Infrastructure Partners position as of Q4 2025 after selling out during the quarter.
Evelyn Partners Investment Management sold 1,275 Brookfield Infrastructure Partners shares in Q4 2025, an estimated $41.9K.
Evelyn Partners Investment Management first reported a position in Brookfield Infrastructure Partners in Q4 2024 and held it in 4 quarters.
Evelyn Partners Investment Management's Brookfield Infrastructure Partners position peaked at $42.7K in Q2 2025.
346 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.