Mercer Global Advisors
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Mercer Global Advisors’s Brookfield Renewable BEP Stock Holding History

Mercer Global Advisors’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
-7,671
Closed -$202K – 2018
2023
Q4 		$202K Buy
+7,671
New +$182K ﹤0.01% 1843
2023
Q3 		– Sell
-14,126
Closed -$417K – 1960
2023
Q2 		$417K Buy
14,126
+529
+4% +$16.3K ﹤0.01% 1322
2023
Q1 		$428K Buy
13,597
+4,378
+47% +$123K ﹤0.01% 1287
2022
Q4 		$234K Buy
9,219
+2,261
+32% +$64.5K ﹤0.01% 1630
2022
Q3 		$218K Buy
6,958
+536
+8% +$19.8K ﹤0.01% 1584
2022
Q2 		$223K Sell
6,422
-338
-5% -$12.2K ﹤0.01% 1582
2022
Q1 		$278K Buy
6,760
+1,154
+21% +$41.4K ﹤0.01% 1545
2021
Q4 		$201K Buy
+5,606
New +$207K ﹤0.01% 1657
2021
Q2 		– Sell
-8,911
Closed -$380K – 1678
2021
Q1 		$380K Buy
+8,911
New +$395K ﹤0.01% 1208

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

Mercer Global Advisors's BEP Position: Q1 2024 in Review

Mercer Global Advisors sold out of Brookfield Renewable (BEP) in Q1 2024, closing a stake of 7,671 shares — an estimated $202K sold.

Mercer Global Advisors first reported a position in BEP in Q1 2021 and held it in 9 quarters. The position peaked at $428K in Q1 2023. 211 funds tracked by Wall St. Rank hold BEP as of Q1 2024.

  • Mercer Global Advisors reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 7,671 Brookfield Renewable shares in Q1 2024, an estimated $202K.
  • Mercer Global Advisors first reported a position in Brookfield Renewable in Q1 2021 and held it in 9 quarters.
  • Mercer Global Advisors's Brookfield Renewable position peaked at $428K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Mercer Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.