Credential Qtrade Securities’s Brookfield Business Partners BBU Stock Holding History

Credential Qtrade Securities’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 Q1	$2.28K	Sell	103 -75	-42%	-$1.61K	﹤0.01%	349
2023 Q4	$3.67K	Buy	178 +85	+91%	+$1.36K	﹤0.01%	328
2023 Q3	$1.41K	Buy	93 +3	+3%	+$50	﹤0.01%	333
2023 Q2	$1.55K	Buy	+90	New	+$1.65K	﹤0.01%	340
2022 Q4	–	Sell	-1,530	Closed	-$30K	–	345
2022 Q3	$30K	Sell	1,530 -400	-21%	-$8.67K	﹤0.01%	264
2022 Q2	$40.9K	Hold	1,930	–	–	﹤0.01%	269
2022 Q1	$58.9K	Sell	1,930 -27,283	-93%	-$773K	﹤0.01%	272
2021 Q4	$861K	Buy	29,213 +2,758	+10%	+$83.6K	0.06%	156
2021 Q3	$775K	Sell	26,455 -1,449	-5%	-$40.9K	0.06%	141
2021 Q2	$828K	Buy	27,904 +6,918	+33%	+$196K	0.07%	134
2021 Q1	$544K	Buy	20,986 +17,667	+532%	+$450K	0.05%	148
2020 Q4	$80.8K	Buy	+3,319	New	+$73.5K	0.01%	232
2020 Q1	–	Sell	-407	Closed	-$10.8K	–	301
2019 Q4	$10.8K	Buy	+407	New	+$10.6K	﹤0.01%	265

Other funds holding BBU

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 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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

PIC

PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Credential Qtrade Securities's BBU Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Brookfield Business Partners (BBU) stake by 42% in Q1 2024, selling an estimated $1.61K and leaving 103 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Credential Qtrade Securities first reported a position in BBU in Q4 2019 and has held it in 13 quarters since. The position peaked at $861K in Q4 2021. 70 funds tracked by Wall St. Rank hold BBU as of Q1 2024.

Credential Qtrade Securities held 103 shares of Brookfield Business Partners worth $2.28K as of Q1 2024.
Credential Qtrade Securities sold 75 Brookfield Business Partners shares in Q1 2024, an estimated $1.61K.
Brookfield Business Partners made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #349 holding.
Credential Qtrade Securities first reported a position in Brookfield Business Partners in Q4 2019 and has held it in 13 quarters since.
Credential Qtrade Securities's Brookfield Business Partners position peaked at $861K in Q4 2021.
70 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.