Nexus Investment Management’s Brookfield Asset Management BAM Stock Holding History

Nexus Investment Management’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
2025 Q1	–	Sell	-4,104	Closed	-$222K	–	76
2024 Q4	$222K	Sell	4,104 -1,528	-27%	-$82.5K	0.02%	67
2024 Q3	$267K	Sell	5,632 -330	-6%	-$13.8K	0.03%	66
2024 Q2	$227K	Buy	5,962 +30	+0.5%	+$1.18K	0.02%	70
2024 Q1	$249K	Hold	5,932	–	–	0.02%	72
2023 Q4	$239K	Buy	+5,932	New	+$201K	0.02%	70
2023 Q2	–	Sell	-7,032	Closed	-$230K	–	71
2023 Q1	$230K	Sell	7,032 -1,000	-12%	-$32.5K	0.03%	70
2022 Q4	$230K	Buy	+8,032	New	+$242K	0.03%	69

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

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

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

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

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

Nexus Investment Management's BAM Position: Q1 2025 in Review

Nexus Investment Management sold out of Brookfield Asset Management (BAM) in Q1 2025, closing a stake of 4,104 shares — an estimated $222K sold.

Nexus Investment Management first reported a position in BAM in Q4 2022 and held it in 7 quarters. The position peaked at $267K in Q3 2024. 587 funds tracked by Wall St. Rank hold BAM as of Q1 2025.

Nexus Investment Management reported no remaining Brookfield Asset Management position as of Q1 2025 after selling out during the quarter.
Nexus Investment Management sold 4,104 Brookfield Asset Management shares in Q1 2025, an estimated $222K.
Nexus Investment Management first reported a position in Brookfield Asset Management in Q4 2022 and held it in 7 quarters.
Nexus Investment Management's Brookfield Asset Management position peaked at $267K in Q3 2024.
587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2025.

Based on Nexus Investment Management's 13F filing for Q1 2025, filed 7 Apr 2025.