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Brookfield Asset Management shares owned by Lummis Asset Management

Quarter-by-quarter ownership of Brookfield Asset Management shares owned by Lummis Asset Management from 13F filings

Historical chart of Lummis Asset Management investment in Brookfield Asset Management

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All positions including Brookfield Asset Management held by Lummis Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $38k 797 47.29
2024-06-30 $30k 797 38.05
2024-03-31 $34k 797 42.02
2023-12-31 $32k 797 40.17

Top funds holding Brookfield Asset Management