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Brookfield Asset Management shares owned by Evercore Wealth Management

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Evercore Wealth Management from 13F filings

Historical chart of Evercore Wealth Management investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 6.9k 42.02
2023-09-30 $231k 6.9k 33.34
2023-06-30 $226k 6.9k 32.63
2023-03-31 $233k 7.1k 32.72
2022-12-31 $218k 7.6k 28.67