Current Value of Holding

$739 Million

Shares

18.1 Million

% of Portfolio

6.13%

Average Buy Price

$39.6

Avg closing price
Price range

5 Chuck Akre Brookfield Trades

Chuck Akre acquired 18.1 Million Brookfield shares worth $739 Million. That's 6.13% of their entire equity portfolio (8th largest holding). The investor owns 1.25% of the outstanding Brookfield stock. Chuck Akre started to build up the position in Brookfield in Q4 2022 and continued to invest until Q2 2023. Since then they sold 251 Thousand shares. The stake costed the investor $715 Million, netting the investor a gain of 3.5% so far.

Avg closing price
Price range
Sold 0.5% shares (-91.2 Thousand shares) Q4 2023
Avg closing price $34.05
Price range $29.14 - $40.74
Sold 0.9% shares (-160 Thousand shares) Q3 2023
Avg closing price $33.79
Price range $31.27 - $36.10
Increased shares by 0.6% (+118 Thousand shares) Q2 2023
Avg closing price $31.79
Price range $30.04 - $33.65
Increased shares by 4.7% (+820 Thousand shares) Q1 2023
Avg closing price $33.78
Price range $28.62 - $38.17
New holding (+17.4 Million shares) Q4 2022
Avg closing price $39.91
Price range $30.87 - $47.15

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