Current Value of Holding

$138 Million

Shares

2.39 Million

% of Portfolio

0.40%

Average Buy Price

$42.4

Avg closing price
Price range

9 Ron Baron Brookfield Trades

Ron Baron acquired 2.39 Million Brookfield shares worth $138 Million. That's 0.40% of their equity portfolio (53rd largest holding). The first Brookfield trade was made in Q4 2022. Since then Ron Baron bought shares five more times and sold shares on three occasions. The stake costed the investor $101 Million, netting the investor a gain of 36% so far.

Avg closing price
Price range
Increased shares by 22.7% (+442 Thousand shares) Q4 2024
Avg closing price $56.63
Price range $52.40 - $61.51
Increased shares by 62.6% (+751 Thousand shares) Q3 2024
Avg closing price $47.32
Price range $40.93 - $53.42
Sold 6.9% shares (-88.8 Thousand shares) Q2 2024
Avg closing price $41.78
Price range $38.58 - $44.85
Increased shares by 6.7% (+80.3 Thousand shares) Q1 2024
Avg closing price $40.45
Price range $38.17 - $42.33
Sold 43.3% shares (-921 Thousand shares) Q4 2023
Avg closing price $34.05
Price range $29.14 - $40.74
Sold 35.9% shares (-1.19 Million shares) Q3 2023
Avg closing price $33.79
Price range $31.27 - $36.10
Increased shares by 4.0% (+128 Thousand shares) Q2 2023
Avg closing price $31.79
Price range $30.04 - $33.65
Increased shares by 2.1% (+65.7 Thousand shares) Q1 2023
Avg closing price $33.78
Price range $28.62 - $38.17
New holding (+3.13 Million shares) Q4 2022
Avg closing price $39.91
Price range $30.87 - $47.15

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