Schwartz Investment Counsel »

Brookfield Asset Management shares owned by Schwartz Investment Counsel

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Schwartz Investment Counsel from 13F filings

Historical chart of Schwartz Investment Counsel investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brookfield Asset Management by Schwartz Investment Counsel

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 562k 40.17
2023-09-30 $33M 987k 33.34
2023-06-30 $38M 1.2M 32.63
2023-03-31 $38M 1.2M 32.72
2022-12-31 $10M 357k 28.67