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Hoese & Co’s Brookfield Infrastructure Partners BIP Stock Holding History

Hoese & Co’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
2023
Q4 		– Sell
-900
Closed -$26.5K – 148
2023
Q3 		$26.5K Hold
900
– – 0.03% 88
2023
Q2 		$32.9K Hold
900
– – 0.03% 86
2023
Q1 		$29.7K Hold
900
– – 0.03% 85
2022
Q4 		$34K Hold
900
– – 0.04% 84
2022
Q3 		$32K Hold
900
– – 0.04% 87
2022
Q2 		$34K Hold
900
– – 0.04% 88
2022
Q1 		$40K Hold
900
– – 0.04% 91
2021
Q4 		$36K Hold
900
– – 0.04% 99
2021
Q3 		$34K Hold
900
– – 0.04% 99
2021
Q2 		$33K Buy
+900
New +$32.5K 0.04% 99

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Hoese & Co's BIP Position: Q4 2023 in Review

Hoese & Co sold out of Brookfield Infrastructure Partners (BIP) in Q4 2023, closing a stake of 900 shares — an estimated $26.5K sold.

Hoese & Co first reported a position in BIP in Q2 2021 and held it in 10 quarters. The position peaked at $40K in Q1 2022. 331 funds tracked by Wall St. Rank hold BIP as of Q4 2023.

  • Hoese & Co reported no remaining Brookfield Infrastructure Partners position as of Q4 2023 after selling out during the quarter.
  • Hoese & Co sold 900 Brookfield Infrastructure Partners shares in Q4 2023, an estimated $26.5K.
  • Hoese & Co first reported a position in Brookfield Infrastructure Partners in Q2 2021 and held it in 10 quarters.
  • Hoese & Co's Brookfield Infrastructure Partners position peaked at $40K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2023.

Based on Hoese & Co's 13F filing for Q4 2023, filed 4 Jan 2024.