Carmichael Hill & Associates’s Brookfield Asset Management BAM Stock Holding History

Carmichael Hill & Associates’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$6.86K	Hold	145	–	–	﹤0.01%	636
2024 Q2	$5.52K	Hold	145	–	–	﹤0.01%	637
2024 Q1	$6.09K	Hold	145	–	–	﹤0.01%	617
2023 Q4	$5.83K	Hold	145	–	–	﹤0.01%	636
2023 Q3	$4.83K	Hold	145	–	–	﹤0.01%	643
2023 Q2	$4.73K	Hold	145	–	–	﹤0.01%	646
2023 Q1	$4.75K	Hold	145	–	–	﹤0.01%	643
2022 Q4	$4.16K	Buy	+145	New	+$4.36K	﹤0.01%	637

Other funds holding BAM

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Carmichael Hill & Associates's BAM Position: Q3 2024 in Review

Carmichael Hill & Associates held its Brookfield Asset Management (BAM) position steady in Q3 2024 at 145 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Carmichael Hill & Associates first reported a position in BAM in Q4 2022 and has held it in 8 quarters since. 548 funds tracked by Wall St. Rank hold BAM as of Q3 2024.

Carmichael Hill & Associates held 145 shares of Brookfield Asset Management worth $6.86K as of Q3 2024.
Carmichael Hill & Associates left its Brookfield Asset Management share count unchanged in Q3 2024.
Brookfield Asset Management made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #636 holding.
Carmichael Hill & Associates first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 8 quarters since.
548 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.