Kula Investments’s Brookfield BN Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-26,291	Closed	-$551K	–	619
2022 Q4	$551K	Buy	+26,291	New	+$589K	0.16%	186

Other funds holding BN

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Kula Investments's BN Position: Q1 2023 in Review

Kula Investments sold out of Brookfield (BN) in Q1 2023, closing a stake of 26,291 shares — an estimated $551K sold.

Kula Investments first reported a position in BN in Q4 2022 and held it in 1 quarter. The position peaked at $551K in Q4 2022. 620 funds tracked by Wall St. Rank hold BN as of Q1 2023.

Kula Investments reported no remaining Brookfield position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 26,291 Brookfield shares in Q1 2023, an estimated $551K.
Kula Investments first reported a position in Brookfield in Q4 2022 and held it in 1 quarter.
Kula Investments's Brookfield position peaked at $551K in Q4 2022.
620 funds tracked by Wall St. Rank held Brookfield as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.