MP
BAM icon

Mohnish Pabrai’s Brookfield Asset Management BAM Stock Holding History

Mohnish Pabrai’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
2023
Q1 		– Sell
-178,077
Closed -$5.11M – 4
2022
Q4 		$5.11M Buy
+178,077
New +$5.36M 4.23% 3

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mohnish Pabrai's BAM Position: Q1 2023 in Review

Mohnish Pabrai sold out of Brookfield Asset Management (BAM) in Q1 2023, closing a stake of 178,077 shares — an estimated $5.11M sold.

Mohnish Pabrai first reported a position in BAM in Q4 2022 and held it in 1 quarter. The position peaked at $5.11M in Q4 2022. 459 funds tracked by Wall St. Rank hold BAM as of Q1 2023.

  • Mohnish Pabrai reported no remaining Brookfield Asset Management position as of Q1 2023 after selling out during the quarter.
  • Mohnish Pabrai sold 178,077 Brookfield Asset Management shares in Q1 2023, an estimated $5.11M.
  • Mohnish Pabrai first reported a position in Brookfield Asset Management in Q4 2022 and held it in 1 quarter.
  • Mohnish Pabrai's Brookfield Asset Management position peaked at $5.11M in Q4 2022.
  • 459 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2023.

Based on Dalal Street's 13F filing for Q1 2023, filed 12 May 2023.