Migdal Insurance & Financial Holdings’s Brookfield Renewable BEP Stock Holding History

Migdal Insurance & Financial Holdings’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 Q4	–	Sell	-3,869	Closed	-$120K	–	521
2022 Q3	$120K	Buy	+3,869	New	+$143K	﹤0.01%	247
2020 Q4	–	Sell	-67,373	Closed	-$2.36M	–	656
2020 Q3	$2.36M	Buy	67,373 +61,740	+1,096%	+$1.82M	0.03%	190
2020 Q2	$144K	Buy	+5,633	New	+$141K	﹤0.01%	374

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BEP Position: Q4 2022 in Review

Migdal Insurance & Financial Holdings sold out of Brookfield Renewable (BEP) in Q4 2022, closing a stake of 3,869 shares — an estimated $120K sold.

Migdal Insurance & Financial Holdings first reported a position in BEP in Q2 2020 and held it in 3 quarters. The position peaked at $2.36M in Q3 2020. 228 funds tracked by Wall St. Rank hold BEP as of Q4 2022.

Migdal Insurance & Financial Holdings reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 3,869 Brookfield Renewable shares in Q4 2022, an estimated $120K.
Migdal Insurance & Financial Holdings first reported a position in Brookfield Renewable in Q2 2020 and held it in 3 quarters.
Migdal Insurance & Financial Holdings's Brookfield Renewable position peaked at $2.36M in Q3 2020.
228 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2022, filed 23 Jan 2023.