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Mitchell Capital Management’s Brookfield BN Stock Holding History

Mitchell Capital Management’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
2023
Q1 		– Sell
-22,914
Closed -$481K – 121
2022
Q4 		$481K Sell
22,914
-6,598
-22% -$148K 0.13% 112
2022
Q3 		$650K Buy
+29,512
New +$764K 0.18% 109

Other funds holding BN

Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Mitchell Capital Management's BN Position: Q1 2023 in Review

Mitchell Capital Management sold out of Brookfield (BN) in Q1 2023, closing a stake of 22,914 shares — an estimated $481K sold.

Mitchell Capital Management first reported a position in BN in Q3 2022 and held it in 2 quarters. The position peaked at $650K in Q3 2022. 620 funds tracked by Wall St. Rank hold BN as of Q1 2023.

  • Mitchell Capital Management reported no remaining Brookfield position as of Q1 2023 after selling out during the quarter.
  • Mitchell Capital Management sold 22,914 Brookfield shares in Q1 2023, an estimated $481K.
  • Mitchell Capital Management first reported a position in Brookfield in Q3 2022 and held it in 2 quarters.
  • Mitchell Capital Management's Brookfield position peaked at $650K in Q3 2022.
  • 620 funds tracked by Wall St. Rank held Brookfield as of Q1 2023.

Based on Mitchell Capital Management's 13F filing for Q1 2023, filed 8 May 2023.