CIM
BBU

Caldwell Investment Management’s Brookfield Business Partners BBU Stock Holding History

Caldwell Investment 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
2025
Q1 		– Sell
-78,700
Closed -$1.73M – 35
2024
Q4 		$1.73M Buy
+78,700
New +$1.87M 1.17% 18
2022
Q3 		– Sell
-45,200
Closed -$1.23M – 28
2022
Q2 		$1.23M Hold
45,200
– – 1.24% 18
2022
Q1 		$1.39M Sell
45,200
-25,222
-36% -$715K 1.1% 21
2021
Q4 		$2.09M Buy
+70,422
New +$2.13M 1.63% 13

Other funds holding BBU

BC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $352M AUM 68.32% 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 $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Caldwell Investment Management's BBU Position: Q1 2025 in Review

Caldwell Investment Management sold out of Brookfield Business Partners (BBU) in Q1 2025, closing a stake of 78,700 shares — an estimated $1.73M sold.

Caldwell Investment Management first reported a position in BBU in Q4 2021 and held it in 4 quarters. The position peaked at $2.09M in Q4 2021. 60 funds tracked by Wall St. Rank hold BBU as of Q1 2025.

  • Caldwell Investment Management reported no remaining Brookfield Business Partners position as of Q1 2025 after selling out during the quarter.
  • Caldwell Investment Management sold 78,700 Brookfield Business Partners shares in Q1 2025, an estimated $1.73M.
  • Caldwell Investment Management first reported a position in Brookfield Business Partners in Q4 2021 and held it in 4 quarters.
  • Caldwell Investment Management's Brookfield Business Partners position peaked at $2.09M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2025.

Based on Caldwell Investment Management's 13F filing for Q1 2025, filed 13 May 2025.