Lazard Asset Management
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Lazard Asset Management’s Brookfield Renewable BEP Stock Holding History

Lazard 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
2024
Q1 		– Sell
-5,111
Closed -$134K – 2062
2023
Q4 		$134K Buy
5,111
+3,023
+145% +$71.6K ﹤0.01% 1542
2023
Q3 		$45K Hold
2,088
– – ﹤0.01% 1888
2023
Q2 		$61K Hold
2,088
– – ﹤0.01% 1764
2023
Q1 		$65K Buy
2,088
+1,295
+163% +$36.5K ﹤0.01% 1701
2022
Q4 		$20K Buy
793
+246
+45% +$7.02K ﹤0.01% 2130
2022
Q3 		$17K Buy
+547
New +$20.2K ﹤0.01% 2109

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management's BEP Position: Q1 2024 in Review

Lazard Asset Management sold out of Brookfield Renewable (BEP) in Q1 2024, closing a stake of 5,111 shares — an estimated $134K sold.

Lazard Asset Management first reported a position in BEP in Q3 2022 and held it in 6 quarters. The position peaked at $134K in Q4 2023. 211 funds tracked by Wall St. Rank hold BEP as of Q1 2024.

  • Lazard Asset Management reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
  • Lazard Asset Management sold 5,111 Brookfield Renewable shares in Q1 2024, an estimated $134K.
  • Lazard Asset Management first reported a position in Brookfield Renewable in Q3 2022 and held it in 6 quarters.
  • Lazard Asset Management's Brookfield Renewable position peaked at $134K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Lazard Asset Management's 13F filing for Q1 2024, filed 14 May 2024.