Tandem Capital Management’s Brookfield Renewable BEP Stock Holding History

Tandem Capital Management’s Portfolio BEP Stock Details BEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,470	Closed	-$250K	–	108
2023 Q2	$250K	Hold	8,470	–	–	0.16%	103
2023 Q1	$267K	Hold	8,470	–	–	0.19%	92
2022 Q4	$215K	Hold	8,470	–	–	0.17%	92
2022 Q3	$237K	Hold	8,470	–	–	0.2%	86
2022 Q2	$295K	Hold	8,470	–	–	0.24%	76
2022 Q1	$308K	Sell	8,470 -150	-2%	-$5.38K	0.21%	81
2021 Q4	$309K	Sell	8,620 -600	-7%	-$22.1K	0.18%	78
2021 Q3	$340K	Hold	9,220	–	–	0.21%	76
2021 Q2	$356K	Hold	9,220	–	–	0.22%	74
2021 Q1	$393K	Hold	9,220	–	–	0.27%	67
2020 Q4	$398K	Sell	9,220 -1	-0%	-$38	0.3%	66
2020 Q3	$323K	Sell	9,221 -2,314	-20%	-$68.4K	0.29%	64
2020 Q2	$294K	Sell	11,535 -450	-4%	-$11.3K	0.29%	63
2020 Q1	$271K	Buy	+11,985	New	+$303K	0.31%	65

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tandem Capital Management's BEP Position: Q3 2023 in Review

Tandem Capital Management sold out of Brookfield Renewable (BEP) in Q3 2023, closing a stake of 8,470 shares — an estimated $250K sold.

Tandem Capital Management first reported a position in BEP in Q1 2020 and held it in 14 quarters. The position peaked at $398K in Q4 2020. 210 funds tracked by Wall St. Rank hold BEP as of Q3 2023.

Tandem Capital Management reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
Tandem Capital Management sold 8,470 Brookfield Renewable shares in Q3 2023, an estimated $250K.
Tandem Capital Management first reported a position in Brookfield Renewable in Q1 2020 and held it in 14 quarters.
Tandem Capital Management's Brookfield Renewable position peaked at $398K in Q4 2020.
210 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Tandem Capital Management's 13F filing for Q3 2023, filed 30 Oct 2023.