Bartlett & Co Wealth Management’s Brookfield Business Partners BBU Stock Holding History

Bartlett & Co Wealth Management’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
2021 Q4	–	Sell	-56	Closed	-$1.06K	–	443
2021 Q3	$1.06K	Hold	56	–	–	﹤0.01%	912
2021 Q2	$1.06K	Hold	56	–	–	﹤0.01%	942
2021 Q1	$928	Hold	56	–	–	﹤0.01%	987
2020 Q4	$881	Hold	56	–	–	﹤0.01%	1071
2020 Q3	$696	Hold	56	–	–	﹤0.01%	819
2020 Q2	$713	Hold	56	–	–	﹤0.01%	821
2020 Q1	$588	Hold	56	–	–	﹤0.01%	815
2019 Q4	$954	Hold	56	–	–	﹤0.01%	832
2019 Q3	$908	Hold	56	–	–	﹤0.01%	845
2019 Q2	$885	Hold	56	–	–	﹤0.01%	707
2019 Q1	$914	Hold	56	–	–	﹤0.01%	687
2018 Q4	$702	Hold	56	–	–	﹤0.01%	667
2018 Q3	$1.06K	Hold	56	–	–	﹤0.01%	676
2018 Q2	$884	Hold	56	–	–	﹤0.01%	678
2018 Q1	$1.3K	Buy	+56	New	+$1.31K	﹤0.01%	710

Other funds holding BBU

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Bartlett & Co Wealth Management's BBU Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Brookfield Business Partners (BBU) in Q4 2021, closing a stake of 56 shares — an estimated $1.06K sold.

Bartlett & Co Wealth Management first reported a position in BBU in Q1 2018 and held it in 15 quarters. The position peaked at $1.3K in Q1 2018. 70 funds tracked by Wall St. Rank hold BBU as of Q4 2021.

Bartlett & Co Wealth Management reported no remaining Brookfield Business Partners position as of Q4 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 56 Brookfield Business Partners shares in Q4 2021, an estimated $1.06K.
Bartlett & Co Wealth Management first reported a position in Brookfield Business Partners in Q1 2018 and held it in 15 quarters.
Bartlett & Co Wealth Management's Brookfield Business Partners position peaked at $1.3K in Q1 2018.
70 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.