Ave Maria Focused Fund BN Holdings History
Ave Maria Focused Fund's Brookfield Corp Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 84,720.00 shares of Brookfield Corp(BN), totaling $4.44 Mil. This investment constitutes 8.45% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.01% of the outstanding Brookfield Corp(BN) stock.
The initial trade took place in 2020Q2. And since then Ave Maria Focused Fund has made 6 purchases of BN, at an average price of $39.04, for a total of 90,018.00 shares. In addition, there have been 2 sales at an average price of $51.63 for 5,298.00 shares. Based on historical transaction data and BN's current price of $67.45, Ave Maria Focused Fund's estimated gain on his BN holdings is $2.47 Mil, reflecting a 70.38% gain to date.
Ave Maria Focused Fund BN ($67.45) Holding Chart
Ave Maria Focused Fund BN ($67.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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