Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Brookfield BN Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
-230,277
Closed -$8.04M – 620
2025
Q1 		$8.04M Sell
230,277
-387,930
-63% -$14.7M 0.03% 263
2024
Q4 		$23.7M Buy
618,207
+91,773
+17% +$3.46M 0.08% 173
2024
Q3 		$18.7M Buy
526,434
+5,100
+1% +$161K 0.06% 203
2024
Q2 		$14.4M Sell
521,334
-48,348
-8% -$1.35M 0.05% 239
2024
Q1 		$15.9M Sell
569,682
-119,447
-17% -$3.22M 0.06% 216
2023
Q4 		$18.4M Sell
689,129
-72,751
-10% -$1.65M 0.08% 181
2023
Q3 		$15.9M Buy
761,880
+69,181
+10% +$1.56M 0.08% 208
2023
Q2 		$15.5M Buy
692,699
+3,600
+0.5% +$76.3K 0.07% 207
2023
Q1 		$15M Sell
689,099
-101,850
-13% -$2.29M 0.08% 202
2022
Q4 		$16.6M Sell
790,949
-297,331
-27% -$6.67M 0.09% 194
2022
Q3 		$24M Sell
1,088,280
-40,821
-4% -$1.06M 0.14% 161
2022
Q2 		$27.1M Sell
1,129,101
-100,754
-8% -$2.69M 0.15% 144
2022
Q1 		$37.5M Sell
1,229,855
-39,522
-3% -$1.18M 0.18% 92
2021
Q4 		$41.3M Buy
1,269,377
+364,242
+40% +$11.5M 0.2% 79
2021
Q3 		$26.1M Buy
905,135
+16,358
+2% +$478K 0.13% 138
2021
Q2 		$24.4M Sell
888,777
-85,819
-9% -$2.2M 0.12% 140
2021
Q1 		$23.2M Buy
974,596
+58,297
+6% +$1.3M 0.13% 127
2020
Q4 		$20.2M Buy
916,299
+176,619
+24% +$3.54M 0.12% 104
2020
Q3 		$13.1M Buy
+739,680
New +$13.2M 0.09% 130
2016
Q3 		– Sell
-30,270
Closed -$355K – 525
2016
Q2 		$355K Sell
30,270
-8,172
-21% -$97.7K ﹤0.01% 505
2016
Q1 		$471K Sell
38,442
-42,714
-53% -$460K ﹤0.01% 467
2015
Q4 		$896K Sell
81,156
-4,556
-5% -$53.5K ﹤0.01% 404
2015
Q3 		$943K Buy
+85,712
New +$999K ﹤0.01% 406

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s BN Position: Q2 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Brookfield (BN) in Q2 2025, closing a stake of 230,277 shares — an estimated $8.04M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in BN in Q3 2015 and held it in 23 quarters. The position peaked at $41.3M in Q4 2021. 854 funds tracked by Wall St. Rank hold BN as of Q2 2025.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 230,277 Brookfield shares in Q2 2025, an estimated $8.04M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Brookfield in Q3 2015 and held it in 23 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Brookfield position peaked at $41.3M in Q4 2021.
  • 854 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2025, filed 13 Aug 2025.