Glenmede Trust’s Brookfield Renewable BEP Stock Holding History

Glenmede Trust’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
2022 Q2	–	Sell	-8,767	Closed	-$360K	–	1297
2022 Q1	$360K	Hold	8,767	–	–	﹤0.01%	990
2021 Q4	$313K	Sell	8,767 -937	-10%	-$34.5K	﹤0.01%	1038
2021 Q3	$358K	Hold	9,704	–	–	﹤0.01%	979
2021 Q2	$374K	Sell	9,704 -1,000	-9%	-$39.6K	﹤0.01%	967
2021 Q1	$455K	Sell	10,704 -1,520	-12%	-$67.3K	﹤0.01%	872
2020 Q4	$527K	Sell	12,224 -226	-2%	-$8.66K	﹤0.01%	829
2020 Q3	$436K	Sell	12,450 -3,547	-22%	-$105K	﹤0.01%	824
2020 Q2	$408K	Buy	15,997 +12,244	+326%	+$308K	﹤0.01%	818
2020 Q1	$93K	Hold	3,753	–	–	﹤0.01%	1444
2019 Q4	$93K	Buy	+3,753	New	+$88.6K	﹤0.01%	1444
2015 Q4	–	Sell	-3,753	Closed	-$54K	–	2652
2015 Q3	$54K	Hold	3,753	–	–	﹤0.01%	1565
2015 Q2	$59K	Buy	+3,753	New	+$62.3K	﹤0.01%	1577

Other funds holding BEP

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

Fidelity International

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity Investments

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

Principal Financial Group

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

CIBC Asset Management

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

TD Asset Management

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return