Harel Insurance Investments & Financial Services’s Brookfield Asset Management BAM Stock Holding History

Harel Insurance Investments & Financial Services’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 Q1	–	Sell	-173	Closed	-$7K	–	543
2023 Q4	$7K	Hold	173	–	–	﹤0.01%	561
2023 Q3	$6K	Buy	+173	New	+$5.84K	﹤0.01%	617
2023 Q2	–	Sell	-173	Closed	-$6K	–	693
2023 Q1	$6K	Sell	173 -1	-0.6%	-$32	﹤0.01%	669
2022 Q4	$5K	Buy	+174	New	+$5.24K	﹤0.01%	653

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's BAM Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Brookfield Asset Management (BAM) in Q1 2024, closing a stake of 173 shares — an estimated $7K sold.

Harel Insurance Investments & Financial Services first reported a position in BAM in Q4 2022 and held it in 4 quarters. The position peaked at $7K in Q4 2023. 486 funds tracked by Wall St. Rank hold BAM as of Q1 2024.

Harel Insurance Investments & Financial Services reported no remaining Brookfield Asset Management position as of Q1 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 173 Brookfield Asset Management shares in Q1 2024, an estimated $7K.
Harel Insurance Investments & Financial Services first reported a position in Brookfield Asset Management in Q4 2022 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's Brookfield Asset Management position peaked at $7K in Q4 2023.
486 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.