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University of Texas/Texas AM Investment Management Co (UTIMCO)’s Brookfield BN Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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
-4,001
Closed -$107K – 159
2023
Q4 		$107K Buy
+4,001
New +$90.8K 0.03% 87

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s BN Position: Q1 2024 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of Brookfield (BN) in Q1 2024, closing a stake of 4,001 shares — an estimated $107K sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in BN in Q4 2023 and held it in 1 quarter. The position peaked at $107K in Q4 2023. 682 funds tracked by Wall St. Rank hold BN as of Q1 2024.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining Brookfield position as of Q1 2024 after selling out during the quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) sold 4,001 Brookfield shares in Q1 2024, an estimated $107K.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Brookfield in Q4 2023 and held it in 1 quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO)'s Brookfield position peaked at $107K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held Brookfield as of Q1 2024.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q1 2024, filed 30 Apr 2024.