Seldon Capital’s Brookfield BN Stock Holding History

Seldon Capital’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
2022 Q4	–	Sell	-3,030	Closed	-$67K	–	263
2022 Q3	$67K	Hold	3,030	–	–	0.05%	108
2022 Q2	$73K	Hold	3,030	–	–	0.04%	110
2022 Q1	$92K	Hold	3,030	–	–	0.05%	110
2021 Q4	$99K	Buy	+3,030	New	+$95.8K	0.06%	109

Other funds holding BN

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Seldon Capital's BN Position: Q4 2022 in Review

Seldon Capital sold out of Brookfield (BN) in Q4 2022, closing a stake of 3,030 shares — an estimated $67K sold.

Seldon Capital first reported a position in BN in Q4 2021 and held it in 4 quarters. The position peaked at $99K in Q4 2021. 642 funds tracked by Wall St. Rank hold BN as of Q4 2022.

Seldon Capital reported no remaining Brookfield position as of Q4 2022 after selling out during the quarter.
Seldon Capital sold 3,030 Brookfield shares in Q4 2022, an estimated $67K.
Seldon Capital first reported a position in Brookfield in Q4 2021 and held it in 4 quarters.
Seldon Capital's Brookfield position peaked at $99K in Q4 2021.
642 funds tracked by Wall St. Rank held Brookfield as of Q4 2022.

Based on Seldon Capital's 13F filing for Q4 2022, filed 10 Feb 2023.