Sachetta’s Brookfield BN Stock Holding History

Sachetta’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
2025 Q1	–	Sell	-2	Closed	-$84	–	1132
2024 Q4	$84	Buy	+2	New	+$75	﹤0.01%	1158

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

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

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

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

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 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

Sachetta's BN Position: Q1 2025 in Review

Sachetta sold out of Brookfield (BN) in Q1 2025, closing a stake of 2 shares — an estimated $84 sold.

Sachetta first reported a position in BN in Q4 2024 and held it in 1 quarter. The position peaked at $84 in Q4 2024. 818 funds tracked by Wall St. Rank hold BN as of Q1 2025.

Sachetta reported no remaining Brookfield position as of Q1 2025 after selling out during the quarter.
Sachetta sold 2 Brookfield shares in Q1 2025, an estimated $84.
Sachetta first reported a position in Brookfield in Q4 2024 and held it in 1 quarter.
Sachetta's Brookfield position peaked at $84 in Q4 2024.
818 funds tracked by Wall St. Rank held Brookfield as of Q1 2025.

Based on Sachetta's 13F filing for Q1 2025, filed 2 May 2025.