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 $74.2B AUM 0.68% 1-Year Est. Return

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

Capital World Investors

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

Royal Bank of Canada

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

Fidelity Investments

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

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

TD Asset Management

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

Mackenzie Financial

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

Fidelity International

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