Current Value of Holding

$250 Million

Shares

4.24 Million

% of Portfolio

4.27%

Average Buy Price

$47.8

Avg closing price
Price range

3 Daniel Loeb Brookfield Trades

Daniel Loeb's position in Brookfield is currently worth $250 Million. That's 4.27% of their equity portfolio (5th largest holding). Daniel Loeb started to build up the position in Brookfield in Q3 2024 and continued to invest until Q4 2024. Since then they sold 750 Thousand shares. The stake costed the investor $203 Million, netting the investor a gain of 23% so far.

Avg closing price
Price range
Sold 15.0% shares (-750 Thousand shares) Q1 2025
Avg closing price $56.82
Price range $48.64 - $62.05
Increased shares by 5.6% (+265 Thousand shares) Q4 2024
Avg closing price $56.63
Price range $52.40 - $61.51
New holding (+4.73 Million shares) Q3 2024
Avg closing price $47.32
Price range $40.93 - $53.42

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