Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Brookfield Renewable BEPC Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-275,239
Closed -$6.76M – 1074
2024
Q1 		$6.76M Buy
275,239
+1,047
+0.4% +$27.4K ﹤0.01% 801
2023
Q4 		$7.92M Buy
274,192
+11,961
+5% +$305K 0.01% 794
2023
Q3 		$6.29M Sell
262,231
-4,740
-2% -$138K 0.01% 817
2023
Q2 		$8.42M Sell
266,971
-54,271
-17% -$1.83M 0.01% 803
2023
Q1 		$11.2M Sell
321,242
-2,132
-0.7% -$64.5K 0.01% 778
2022
Q4 		$8.91M Sell
323,374
-7,180
-2% -$222K 0.01% 796
2022
Q3 		$10.8M Buy
330,554
+934
+0.3% +$35.9K 0.01% 780
2022
Q2 		$11.7M Buy
329,620
+20,361
+7% +$753K 0.01% 785
2022
Q1 		$13.5M Sell
309,259
-3,040
-1% -$112K 0.01% 770
2021
Q4 		$11.5M Sell
312,299
-26,686
-8% -$1.02M 0.01% 757
2021
Q3 		$13.1M Sell
338,985
-6,020
-2% -$252K 0.01% 748
2021
Q2 		$14.5M Sell
345,005
-21,596
-6% -$918K 0.01% 760
2021
Q1 		$17.2M Buy
366,601
+32,875
+10% +$1.68M 0.01% 732
2020
Q4 		$19.4M Buy
+333,726
New +$16M 0.01% 710

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BEPC Position: Q2 2024 in Review

Sumitomo Mitsui Trust Group sold out of Brookfield Renewable (BEPC) in Q2 2024, closing a stake of 275,239 shares — an estimated $6.76M sold.

Sumitomo Mitsui Trust Group first reported a position in BEPC in Q4 2020 and held it in 14 quarters. The position peaked at $19.4M in Q4 2020. 357 funds tracked by Wall St. Rank hold BEPC as of Q2 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 275,239 Brookfield Renewable shares in Q2 2024, an estimated $6.76M.
  • Sumitomo Mitsui Trust Group first reported a position in Brookfield Renewable in Q4 2020 and held it in 14 quarters.
  • Sumitomo Mitsui Trust Group's Brookfield Renewable position peaked at $19.4M in Q4 2020.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2024, filed 19 Jul 2024.