ITIM
BN icon

Indiana Trust & Investment Management’s Brookfield BN Stock Holding History

Indiana Trust & 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
2024
Q2 		– Sell
-761
Closed -$21.2K – 454
2024
Q1 		$21.2K Buy
+761
New +$20.5K 0.01% 335
2014
Q1 		– Sell
-5,126
Closed -$47K – 129
2013
Q4 		$47K Hold
5,126
– – 0.03% 173
2013
Q3 		$45K Buy
+5,126
New +$43.8K 0.03% 178

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Indiana Trust & Investment Management's BN Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of Brookfield (BN) in Q2 2024, closing a stake of 761 shares — an estimated $21.2K sold.

Indiana Trust & Investment Management first reported a position in BN in Q3 2013 and held it in 3 quarters. The position peaked at $47K in Q4 2013. 694 funds tracked by Wall St. Rank hold BN as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining Brookfield position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 761 Brookfield shares in Q2 2024, an estimated $21.2K.
  • Indiana Trust & Investment Management first reported a position in Brookfield in Q3 2013 and held it in 3 quarters.
  • Indiana Trust & Investment Management's Brookfield position peaked at $47K in Q4 2013.
  • 694 funds tracked by Wall St. Rank held Brookfield as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.