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Zullo Investment Group’s Brookfield BN Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-7,050
Closed -$148K – 196
2022
Q4 		$148K Sell
7,050
-1,671
-19% -$37.5K 0.09% 163
2022
Q3 		$192K Hold
8,721
– – 0.12% 133
2022
Q2 		$209K Hold
8,721
– – 0.13% 132
2022
Q1 		$266K Hold
8,721
– – 0.14% 123
2021
Q4 		$284K Buy
+8,721
New +$276K 0.15% 124

Other funds holding BN

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Zullo Investment Group's BN Position: Q1 2023 in Review

Zullo Investment Group sold out of Brookfield (BN) in Q1 2023, closing a stake of 7,050 shares — an estimated $148K sold.

Zullo Investment Group first reported a position in BN in Q4 2021 and held it in 5 quarters. The position peaked at $284K in Q4 2021. 620 funds tracked by Wall St. Rank hold BN as of Q1 2023.

  • Zullo Investment Group reported no remaining Brookfield position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 7,050 Brookfield shares in Q1 2023, an estimated $148K.
  • Zullo Investment Group first reported a position in Brookfield in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Brookfield position peaked at $284K in Q4 2021.
  • 620 funds tracked by Wall St. Rank held Brookfield as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.