Freedom Investment Management’s Brookfield BN Stock Holding History

Freedom 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 Q1	–	Sell	-15,104	Closed	-$578K	–	746
2024 Q4	$578K	Sell	15,104 -2,374	-14%	-$89.4K	0.05%	381
2024 Q3	$619K	Buy	+17,478	New	+$552K	0.05%	361
2024 Q2	–	Sell	-13,605	Closed	-$380K	–	786
2024 Q1	$380K	Buy	+13,605	New	+$367K	0.03%	515
2022 Q4	–	Sell	-45,796	Closed	-$1.01M	–	711
2022 Q3	$1.01M	Sell	45,796 -9,455	-17%	-$245K	0.12%	245
2022 Q2	$1.32M	Buy	55,251 +46,829	+556%	+$1.25M	0.14%	198
2022 Q1	$257K	Buy	+8,422	New	+$252K	0.02%	655
2015 Q2	–	Sell	-27,200	Closed	-$341K	–	685
2015 Q1	$341K	Buy	+27,200	New	+$337K	0.04%	438
2014 Q4	–	Sell	-35,619	Closed	-$375K	–	591
2014 Q3	$375K	Buy	+35,619	New	+$383K	0.07%	286

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

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

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

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

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 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

Freedom Investment Management's BN Position: Q1 2025 in Review

Freedom Investment Management sold out of Brookfield (BN) in Q1 2025, closing a stake of 15,104 shares — an estimated $578K sold.

Freedom Investment Management first reported a position in BN in Q3 2014 and held it in 8 quarters. The position peaked at $1.32M in Q2 2022. 818 funds tracked by Wall St. Rank hold BN as of Q1 2025.

Freedom Investment Management reported no remaining Brookfield position as of Q1 2025 after selling out during the quarter.
Freedom Investment Management sold 15,104 Brookfield shares in Q1 2025, an estimated $578K.
Freedom Investment Management first reported a position in Brookfield in Q3 2014 and held it in 8 quarters.
Freedom Investment Management's Brookfield position peaked at $1.32M in Q2 2022.
818 funds tracked by Wall St. Rank held Brookfield as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.