Mawer Investment Management
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Mawer Investment Management’s Brookfield Renewable BEP Stock Holding History

Mawer Investment 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
2022
Q2 		– Sell
-5,250
Closed -$216K – 107
2022
Q1 		$216K Buy
+5,250
New +$188K ﹤0.01% 110
2021
Q3 		– Sell
-5,250
Closed -$202K – 111
2021
Q2 		$202K Hold
5,250
– – ﹤0.01% 98
2021
Q1 		$224K Hold
5,250
– – ﹤0.01% 95
2020
Q4 		$227K Buy
+5,250
New +$201K ﹤0.01% 94

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mawer Investment Management's BEP Position: Q2 2022 in Review

Mawer Investment Management sold out of Brookfield Renewable (BEP) in Q2 2022, closing a stake of 5,250 shares — an estimated $216K sold.

Mawer Investment Management first reported a position in BEP in Q4 2020 and held it in 4 quarters. The position peaked at $227K in Q4 2020. 243 funds tracked by Wall St. Rank hold BEP as of Q2 2022.

  • Mawer Investment Management reported no remaining Brookfield Renewable position as of Q2 2022 after selling out during the quarter.
  • Mawer Investment Management sold 5,250 Brookfield Renewable shares in Q2 2022, an estimated $216K.
  • Mawer Investment Management first reported a position in Brookfield Renewable in Q4 2020 and held it in 4 quarters.
  • Mawer Investment Management's Brookfield Renewable position peaked at $227K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on Mawer Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.