Jupiter Asset Management’s Brookfield Renewable BEP Stock Holding History

Jupiter Asset Management’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 Q1	–	Sell	-11,412	Closed	-$407K	–	516
2021 Q4	$407K	Buy	11,412 +2,440	+27%	+$89.9K	﹤0.01%	484
2021 Q3	$330K	Buy	8,972 +1,291	+17%	+$50.1K	﹤0.01%	513
2021 Q2	$296K	Hold	7,681	–	–	﹤0.01%	535
2021 Q1	$327K	Buy	7,681 +2,782	+57%	+$123K	﹤0.01%	514
2020 Q4	$211K	Buy	+4,899	New	+$188K	﹤0.01%	566
2020 Q3	–	Sell	-645,362	Closed	-$16.5M	–	574
2020 Q2	$16.5M	Buy	645,362 +498,879	+341%	+$12.5M	0.55%	43
2020 Q1	$3.32M	Buy	+146,483	New	+$3.71M	0.14%	137

Other funds holding BEP

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Jupiter Asset Management's BEP Position: Q1 2022 in Review

Jupiter Asset Management sold out of Brookfield Renewable (BEP) in Q1 2022, closing a stake of 11,412 shares — an estimated $407K sold.

Jupiter Asset Management first reported a position in BEP in Q1 2020 and held it in 7 quarters. The position peaked at $16.5M in Q2 2020. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2022.

Jupiter Asset Management reported no remaining Brookfield Renewable position as of Q1 2022 after selling out during the quarter.
Jupiter Asset Management sold 11,412 Brookfield Renewable shares in Q1 2022, an estimated $407K.
Jupiter Asset Management first reported a position in Brookfield Renewable in Q1 2020 and held it in 7 quarters.
Jupiter Asset Management's Brookfield Renewable position peaked at $16.5M in Q2 2020.
255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Jupiter Asset Management's 13F filing for Q1 2022, filed 11 May 2022.