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Brookfield Asset Management shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brookfield Asset Management by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $281k 7.0k 40.17
2023-09-30 $239k 7.2k 33.34
2023-06-30 $234k 7.2k 32.63
2023-03-31 $259k 7.9k 32.72
2022-12-31 $216k 7.5k 28.67

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View all positions for Summit Trail Advisors

Top funds holding Brookfield Asset Management

Partners Value Investments
Royal Bank of Canada
TD Asset Management
Principal Financial Group
Vanguard Group
Bank Of Montreal
Beutel, Goodman & Company
Mackenzie Financial
Norges Bank Investment Management
Massachusetts Financial Services
Bank of Nova Scotia
Akre Capital Management
Davenport & Co
Goldman Sachs Group
Douglass Winthrop Advisors

View all funds holding Brookfield Asset Management