Sandy Spring Bank’s Brookfield Asset Management BAM Stock Holding History

Sandy Spring Bank’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	$901K	Sell	18,592 -2,516	-12%	-$137K	0.04%	235
2024 Q4	$1.14M	Sell	21,108 -1,690	-7%	-$91.3K	0.05%	216
2024 Q3	$1.08M	Sell	22,798 -2,757	-11%	-$116K	0.04%	221
2024 Q2	$972K	Buy	+25,555	New	+$1M	0.04%	229
2023 Q1	–	Sell	-281	Closed	-$8.06K	–	1170
2022 Q4	$8.06K	Buy	+281	New	+$8.46K	﹤0.01%	854

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

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

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

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

Sandy Spring Bank's BAM Position: Q1 2025 in Review

Sandy Spring Bank reduced its Brookfield Asset Management (BAM) stake by 12% in Q1 2025, selling an estimated $137K and leaving 18,592 shares worth $901K. The position accounts for 0.04% of the portfolio, ranked #235.

Sandy Spring Bank first reported a position in BAM in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.14M in Q4 2024. 586 funds tracked by Wall St. Rank hold BAM as of Q1 2025.

Sandy Spring Bank held 18,592 shares of Brookfield Asset Management worth $901K as of Q1 2025.
Sandy Spring Bank sold 2,516 Brookfield Asset Management shares in Q1 2025, an estimated $137K.
Brookfield Asset Management made up 0.04% of Sandy Spring Bank's portfolio in Q1 2025, its #235 holding.
Sandy Spring Bank first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 5 quarters since.
Sandy Spring Bank's Brookfield Asset Management position peaked at $1.14M in Q4 2024.
586 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.