Ridgewood Investments’s Brookfield Asset Management BAM Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-45	Closed	-$2.49K	–	237
2025 Q2	$2.49K	Hold	45	–	–	﹤0.01%	652
2025 Q1	$2.18K	Hold	45	–	–	﹤0.01%	614
2024 Q4	$2.44K	Hold	45	–	–	﹤0.01%	634
2024 Q3	$2.13K	Sell	45 -1	-2%	-$42	﹤0.01%	657
2024 Q2	$1.75K	Buy	+46	New	+$1.81K	﹤0.01%	673
2023 Q3	–	Sell	-108	Closed	-$3.52K	–	226
2023 Q2	$3.52K	Hold	108	–	–	﹤0.01%	638
2023 Q1	$3.53K	Buy	+108	New	+$3.51K	﹤0.01%	635

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

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

Capital World Investors

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

Fidelity International

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

Bank of Montreal

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