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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Quarterly reported holdings in Brookfield Asset Management by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45k | 797 | 56.94 |
| 2025-06-30 | $44k | 797 | 55.28 |
| 2025-03-31 | $39k | 797 | 48.45 |
| 2024-12-31 | $43k | 797 | 54.19 |
| 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 |
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