Brookfield Asset Management shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 5.9k | 56.94 |
| 2025-06-30 | $329k | 5.9k | 55.28 |
| 2025-03-31 | $300k | 6.2k | 48.45 |
| 2024-12-31 | $336k | 6.2k | 54.19 |
| 2024-09-30 | $327k | 6.9k | 47.29 |
| 2024-06-30 | $263k | 6.9k | 38.05 |
| 2024-03-31 | $291k | 6.9k | 42.02 |
| 2023-09-30 | $231k | 6.9k | 33.34 |
| 2023-06-30 | $226k | 6.9k | 32.63 |
| 2023-03-31 | $233k | 7.1k | 32.72 |
| 2022-12-31 | $218k | 7.6k | 28.67 |
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