ACA
BBU

AYAL Capital Advisors’s Brookfield Business Partners BBU Stock Holding History

AYAL Capital Advisors’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-45,000
Closed -$848K – 34
2024
Q2 		$848K Buy
45,000
+22,200
+97% +$426K 0.32% 31
2024
Q1 		$504K Buy
+22,800
New +$489K 0.22% 34

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AYAL Capital Advisors's BBU Position: Q3 2024 in Review

AYAL Capital Advisors sold out of Brookfield Business Partners (BBU) in Q3 2024, closing a stake of 45,000 shares — an estimated $848K sold.

AYAL Capital Advisors first reported a position in BBU in Q1 2024 and held it in 2 quarters. The position peaked at $848K in Q2 2024. 61 funds tracked by Wall St. Rank hold BBU as of Q3 2024.

  • AYAL Capital Advisors reported no remaining Brookfield Business Partners position as of Q3 2024 after selling out during the quarter.
  • AYAL Capital Advisors sold 45,000 Brookfield Business Partners shares in Q3 2024, an estimated $848K.
  • AYAL Capital Advisors first reported a position in Brookfield Business Partners in Q1 2024 and held it in 2 quarters.
  • AYAL Capital Advisors's Brookfield Business Partners position peaked at $848K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2024.

Based on AYAL Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.