Sugarloaf Wealth Management’s Brookfield BN Stock Holding History

Sugarloaf Wealth 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
2024 Q1	–	Sell	-528	Closed	-$14.1K	–	682
2023 Q4	$14.1K	Hold	528	–	–	﹤0.01%	447
2023 Q3	$11K	Hold	528	–	–	﹤0.01%	453
2023 Q2	$11.8K	Hold	528	–	–	﹤0.01%	455
2023 Q1	$11.5K	Hold	528	–	–	﹤0.01%	455
2022 Q4	$11.1K	Sell	528 -125	-19%	-$2.8K	﹤0.01%	481
2022 Q3	$15K	Hold	653	–	–	﹤0.01%	455
2022 Q2	$16K	Hold	653	–	–	﹤0.01%	445
2022 Q1	$20K	Hold	653	–	–	﹤0.01%	405
2021 Q4	$21K	Hold	653	–	–	0.01%	417
2021 Q3	$19K	Hold	653	–	–	0.01%	429
2021 Q2	$18K	Sell	653 -5	-0.8%	-$128	﹤0.01%	429
2021 Q1	$16	Hold	658	–	–	﹤0.01%	442
2020 Q4	$15K	Hold	658	–	–	0.01%	427
2020 Q3	$12K	Hold	658	–	–	﹤0.01%	431
2020 Q2	$12K	Sell	658 -1	-0.2%	-$18	﹤0.01%	422
2020 Q1	$10K	Hold	659	–	–	﹤0.01%	430
2019 Q4	$14K	Buy	+659	New	+$13.1K	0.01%	421

Other funds holding BN

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada

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

Principal Financial Group

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

Bank of Montreal

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

Capital World Investors

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

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

TD Asset Management

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

1832 Asset Management

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

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