Novo Holdings A/S’s Brookfield Asset Management BAM Stock Holding History

Novo Holdings A/S’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	–	Sell	-627,207	Closed	-$29.7M	–	36
2024 Q3	$29.7M	Hold	627,207	–	–	1.47%	22
2024 Q2	$23.9M	Hold	627,207	–	–	1.29%	26
2024 Q1	$26.4M	Hold	627,207	–	–	1.82%	22
2023 Q4	$25.2M	Hold	627,207	–	–	1.56%	24
2023 Q3	$20.9M	Buy	+627,207	New	+$21.2M	1.55%	25

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Novo Holdings A/S's BAM Position: Q4 2024 in Review

Novo Holdings A/S sold out of Brookfield Asset Management (BAM) in Q4 2024, closing a stake of 627,207 shares — an estimated $29.7M sold.

Novo Holdings A/S first reported a position in BAM in Q3 2023 and held it in 5 quarters. The position peaked at $29.7M in Q3 2024. 571 funds tracked by Wall St. Rank hold BAM as of Q4 2024.

Novo Holdings A/S reported no remaining Brookfield Asset Management position as of Q4 2024 after selling out during the quarter.
Novo Holdings A/S sold 627,207 Brookfield Asset Management shares in Q4 2024, an estimated $29.7M.
Novo Holdings A/S first reported a position in Brookfield Asset Management in Q3 2023 and held it in 5 quarters.
Novo Holdings A/S's Brookfield Asset Management position peaked at $29.7M in Q3 2024.
571 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2024.

Based on Novo Holdings A/S's 13F filing for Q4 2024, filed 14 Feb 2025.