Maverick Capital’s Brookfield BN Stock Holding History

Maverick Capital’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
2024 Q2	–	Sell	-23,762	Closed	-$663K	–	294
2024 Q1	$663K	Buy	+23,762	New	+$641K	0.01%	171
2023 Q3	–	Sell	-67,527	Closed	-$1.51M	–	330
2023 Q2	$1.51M	Buy	+67,527	New	+$1.43M	0.03%	123
2020 Q3	–	Sell	-40,186	Closed	-$708K	–	583
2020 Q2	$708K	Buy	+40,186	New	+$706K	0.01%	404

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Maverick Capital's BN Position: Q2 2024 in Review

Maverick Capital sold out of Brookfield (BN) in Q2 2024, closing a stake of 23,762 shares — an estimated $663K sold.

Maverick Capital first reported a position in BN in Q2 2020 and held it in 3 quarters. The position peaked at $1.51M in Q2 2023. 693 funds tracked by Wall St. Rank hold BN as of Q2 2024.

Maverick Capital reported no remaining Brookfield position as of Q2 2024 after selling out during the quarter.
Maverick Capital sold 23,762 Brookfield shares in Q2 2024, an estimated $663K.
Maverick Capital first reported a position in Brookfield in Q2 2020 and held it in 3 quarters.
Maverick Capital's Brookfield position peaked at $1.51M in Q2 2023.
693 funds tracked by Wall St. Rank held Brookfield as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.