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Brookfield Asset Management shares owned by Roosevelt Investment Group

Quarter-by-quarter ownership of Brookfield Asset Management shares owned by Roosevelt Investment Group from 13F filings

Historical chart of Roosevelt Investment Group investment in Brookfield Asset Management

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All positions including Brookfield Asset Management held by Roosevelt Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Roosevelt Investment Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $631k 15k 40.87
2022-06-30 $687k 15k 44.48
2022-03-31 $888k 16k 56.59
2021-12-31 $953k 16k 60.35
2021-09-30 $845k 16k 53.51
2021-06-30 $805k 16k 50.98
2021-03-31 $703k 16k 44.52
2020-12-31 $444k 11k 41.31

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Top funds holding Brookfield Asset Management

Retirement Group
Wulff, Hansen & Co.
Lummis Asset Management
Huntington National Bank

View all funds holding Brookfield Asset Management