Loomis, Sayles & Company
BEPC icon

Loomis, Sayles & Company’s Brookfield Renewable BEPC Stock Holding History

Loomis, Sayles & Company’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-233
Closed -$7K – 725
2023
Q4 		$7K Sell
233
-359
-61% -$9.15K ﹤0.01% 837
2023
Q3 		$14K Buy
592
+344
+139% +$9.98K ﹤0.01% 723
2023
Q2 		$8K Sell
248
-810
-77% -$27.3K ﹤0.01% 735
2023
Q1 		$37K Buy
1,058
+1,013
+2,251% +$30.7K ﹤0.01% 662
2022
Q4 		$1K Hold
45
– – ﹤0.01% 830
2022
Q3 		$1K Hold
45
– – ﹤0.01% 878
2022
Q2 		$2K Buy
+45
New +$1.66K ﹤0.01% 807

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Loomis, Sayles & Company's BEPC Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Brookfield Renewable (BEPC) in Q1 2024, closing a stake of 233 shares — an estimated $7K sold.

Loomis, Sayles & Company first reported a position in BEPC in Q2 2022 and held it in 7 quarters. The position peaked at $37K in Q1 2023. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 233 Brookfield Renewable shares in Q1 2024, an estimated $7K.
  • Loomis, Sayles & Company first reported a position in Brookfield Renewable in Q2 2022 and held it in 7 quarters.
  • Loomis, Sayles & Company's Brookfield Renewable position peaked at $37K in Q1 2023.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.