GCAC
BBU

Guardian Capital Advisors (Canada)’s Brookfield Business Partners BBU Stock Holding History

Guardian Capital Advisors (Canada)’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 		– Sell
-13,939
Closed -$283K – 172
2023
Q4 		$283K Hold
13,939
– – 0.03% 149
2023
Q3 		$213K Sell
13,939
-1,722
-11% -$28.8K 0.02% 160
2023
Q2 		$280K Sell
15,661
-764
-5% -$14K 0.03% 146
2023
Q1 		$298K Buy
16,425
+21
+0.1% +$388 0.03% 131
2022
Q4 		$300K Buy
16,404
+6,225
+61% +$121K 0.03% 139
2022
Q3 		$206K Sell
10,179
-4,378
-30% -$94.8K 0.03% 144
2022
Q2 		$276K Hold
14,557
– – 0.03% 144
2022
Q1 		$417K Sell
14,557
-11,335
-44% -$321K 0.04% 132
2021
Q4 		$767K Buy
25,892
+283
+1% +$8.58K 0.07% 112
2021
Q3 		$749K Sell
25,609
-93
-0.4% -$2.63K 0.08% 109
2021
Q2 		$781K Hold
25,702
– – 0.08% 110
2021
Q1 		$654K Buy
25,702
+1,558
+6% +$39.7K 0.07% 112
2020
Q4 		$597K Buy
24,144
+1,246
+5% +$27.6K 0.08% 109
2020
Q3 		$432K Sell
22,898
-389
-2% -$7.6K 0.07% 117
2020
Q2 		$416K Hold
23,287
– – 0.08% 106
2020
Q1 		$335K Sell
23,287
-1,558
-6% -$37.8K 0.08% 103
2019
Q4 		$798K Buy
24,845
+800
+3% +$20.8K 0.1% 96
2019
Q3 		$735K Sell
24,045
-336
-1% -$7.98K 0.1% 97
2019
Q2 		$754K Hold
24,381
– – 0.1% 101
2019
Q1 		$776K Sell
24,381
-3,381
-12% -$75.5K 0.1% 99
2018
Q4 		$778K Hold
27,762
– – 0.11% 98
2018
Q3 		$928K Buy
27,762
+7,000
+34% +$187K 0.13% 94
2018
Q2 		$669K Buy
20,762
+10,214
+97% +$252K 0.09% 105
2018
Q1 		$326K Buy
+10,548
New +$247K 0.05% 132

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 35.95% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CI Investments Inc
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
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

Guardian Capital Advisors (Canada)'s BBU Position: Q1 2024 in Review

Guardian Capital Advisors (Canada) sold out of Brookfield Business Partners (BBU) in Q1 2024, closing a stake of 13,939 shares — an estimated $283K sold.

Guardian Capital Advisors (Canada) first reported a position in BBU in Q1 2018 and held it in 24 quarters. The position peaked at $928K in Q3 2018. 70 funds tracked by Wall St. Rank hold BBU as of Q1 2024.

  • Guardian Capital Advisors (Canada) reported no remaining Brookfield Business Partners position as of Q1 2024 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 13,939 Brookfield Business Partners shares in Q1 2024, an estimated $283K.
  • Guardian Capital Advisors (Canada) first reported a position in Brookfield Business Partners in Q1 2018 and held it in 24 quarters.
  • Guardian Capital Advisors (Canada)'s Brookfield Business Partners position peaked at $928K in Q3 2018.
  • 70 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q1 2024, filed 14 May 2024.