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Susquehanna Portfolio Strategies’s Brookfield BN Stock Holding History

Susquehanna Portfolio Strategies’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
Q4 		– Sell
-85,800
Closed -$3.04M – 61
2024
Q3 		$3.04M Hold
85,800
– – 0.21% 106
2024
Q2 		$2.38M Hold
85,800
– – 0.1% 189
2024
Q1 		$2.39M Hold
85,800
– – 0.06% 306
2023
Q4 		$2.29M Buy
+85,800
New +$1.95M 0.04% 405

Other funds holding BN

PVI
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
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
BC
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

Susquehanna Portfolio Strategies's BN Position: Q4 2024 in Review

Susquehanna Portfolio Strategies sold out of Brookfield (BN) in Q4 2024, closing a stake of 85,800 shares — an estimated $3.04M sold.

Susquehanna Portfolio Strategies first reported a position in BN in Q4 2023 and held it in 4 quarters. The position peaked at $3.04M in Q3 2024. 825 funds tracked by Wall St. Rank hold BN as of Q4 2024.

  • Susquehanna Portfolio Strategies reported no remaining Brookfield position as of Q4 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 85,800 Brookfield shares in Q4 2024, an estimated $3.04M.
  • Susquehanna Portfolio Strategies first reported a position in Brookfield in Q4 2023 and held it in 4 quarters.
  • Susquehanna Portfolio Strategies's Brookfield position peaked at $3.04M in Q3 2024.
  • 825 funds tracked by Wall St. Rank held Brookfield as of Q4 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.