Triasima Portfolio Management’s Brookfield Renewable BEP Stock Holding History

Triasima Portfolio 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
2024 Q3	–	Sell	-684,800	Closed	-$16.9M	–	91
2024 Q2	$16.9M	Buy	+684,800	New	+$17M	1.55%	25
2022 Q4	–	Sell	-535,800	Closed	-$16.7M	–	131
2022 Q3	$16.7M	Buy	+535,800	New	+$19.8M	1.36%	24
2022 Q2	–	Sell	-454,700	Closed	-$18.7M	–	143
2022 Q1	$18.7M	Buy	+454,700	New	+$16.3M	0.9%	33
2021 Q3	–	Sell	-79,070	Closed	-$3.06M	–	160
2021 Q2	$3.06M	Sell	79,070 -801,680	-91%	-$31.7M	0.15%	68
2021 Q1	$37.6M	Sell	880,750 -25,601	-3%	-$1.13M	1.89%	14
2020 Q4	$39.1M	Buy	+906,351	New	+$34.7M	2.23%	14

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

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

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

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

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Triasima Portfolio Management's BEP Position: Q3 2024 in Review

Triasima Portfolio Management sold out of Brookfield Renewable (BEP) in Q3 2024, closing a stake of 684,800 shares — an estimated $16.9M sold.

Triasima Portfolio Management first reported a position in BEP in Q4 2020 and held it in 6 quarters. The position peaked at $39.1M in Q4 2020. 219 funds tracked by Wall St. Rank hold BEP as of Q3 2024.

Triasima Portfolio Management reported no remaining Brookfield Renewable position as of Q3 2024 after selling out during the quarter.
Triasima Portfolio Management sold 684,800 Brookfield Renewable shares in Q3 2024, an estimated $16.9M.
Triasima Portfolio Management first reported a position in Brookfield Renewable in Q4 2020 and held it in 6 quarters.
Triasima Portfolio Management's Brookfield Renewable position peaked at $39.1M in Q4 2020.
219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Triasima Portfolio Management's 13F filing for Q3 2024, filed 12 Nov 2024.