Madison Investment Advisors’s Brookfield Asset Management BAM Stock Holding History

Madison Investment Advisors’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 Q4	$94.1M	Buy	+1,736,887	New	+$93.8M	1.06%	31

Other funds holding BAM

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Madison Investment Advisors's BAM Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Brookfield Asset Management (BAM) in Q4 2024: 1,736,887 shares worth $94.1M. The stake represents 1.06% of the portfolio and ranks #31 among its holdings.

571 funds tracked by Wall St. Rank hold BAM as of Q4 2024.

Madison Investment Advisors held 1,736,887 shares of Brookfield Asset Management worth $94.1M as of Q4 2024.
Brookfield Asset Management was a new Madison Investment Advisors position in Q4 2024.
Brookfield Asset Management made up 1.06% of Madison Investment Advisors's portfolio in Q4 2024, its #31 holding.
571 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.