Marietta Investment Partners’s Brookfield Renewable BEP Stock Holding History

Marietta Investment Partners’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	-7,800	Closed	-$279K	–	181
2021 Q4	$279K	Hold	7,800	–	–	0.06%	165
2021 Q3	$288K	Hold	7,800	–	–	0.07%	162
2021 Q2	$301K	Hold	7,800	–	–	0.07%	157
2021 Q1	$332K	Sell	7,800 -150	-2%	-$6.64K	0.08%	146
2020 Q4	$343K	Buy	7,950 +75	+1%	+$2.88K	0.09%	122
2020 Q3	$276K	Sell	7,875 -1,883	-19%	-$55.6K	0.08%	123
2020 Q2	$249K	Sell	9,758 -563	-5%	-$14.1K	0.08%	127
2020 Q1	$234K	Hold	10,321	–	–	0.1%	115
2019 Q4	$256K	Sell	10,321 -1,501	-13%	-$35.4K	0.08%	136
2019 Q3	$256K	Hold	11,822	–	–	0.09%	133
2019 Q2	$218K	Hold	11,822	–	–	0.07%	137
2019 Q1	$201K	Buy	+11,822	New	+$187K	0.06%	142

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

Marietta Investment Partners's BEP Position: Q1 2022 in Review

Marietta Investment Partners sold out of Brookfield Renewable (BEP) in Q1 2022, closing a stake of 7,800 shares — an estimated $279K sold.

Marietta Investment Partners first reported a position in BEP in Q1 2019 and held it in 12 quarters. The position peaked at $343K in Q4 2020. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2022.

Marietta Investment Partners reported no remaining Brookfield Renewable position as of Q1 2022 after selling out during the quarter.
Marietta Investment Partners sold 7,800 Brookfield Renewable shares in Q1 2022, an estimated $279K.
Marietta Investment Partners first reported a position in Brookfield Renewable in Q1 2019 and held it in 12 quarters.
Marietta Investment Partners's Brookfield Renewable position peaked at $343K in Q4 2020.
255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Marietta Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.