Ron Baron BAM Holdings History

Number of Shares
398,072.00
Current Holdings Value*
$17.69 Mil
% of Portfolio
0.05%
Total Estimate Gain
$17.07 Mil
% of Total Estimate Gain
30.15%

Ron Baron's Brookfield Asset Management Ltd Holding Summary

As of 2026-03-31, Baron Funds held 398,072.00 shares of Brookfield Asset Management Ltd(BAM), totaling $17.69 Mil. This investment constitutes 0.05% of their stock portfolio, and Baron Funds now holds 0.02% of the outstanding Brookfield Asset Management Ltd(BAM) stock.

The initial trade took place in 2022Q4. And since then Ron Baron has made 7 purchases of BAM, at an average price of $37.03, for a total of 1.53 Mil shares. In addition, there have been 6 sales at an average price of $48.28 for 1.13 Mil shares. Based on historical transaction data and BAM's current price of $47.96, Ron Baron's estimated gain on his BAM holdings is $17.07 Mil, reflecting a 30.15% gain to date.

Ron Baron BAM ($47.96) Holding Chart

Ron Baron BAM ($47.96) 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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