Harbour Investments’s Brookfield Business Partners BBU Stock Holding History

Harbour Investments’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 Q3	–	Sell	-34	Closed	-$882	–	3754
2025 Q2	$882	Hold	34	–	–	﹤0.01%	3299
2025 Q1	$798	Hold	34	–	–	﹤0.01%	3274
2024 Q4	$796	Hold	34	–	–	﹤0.01%	3214
2024 Q3	$792	Hold	34	–	–	﹤0.01%	3133
2024 Q2	$641	Hold	34	–	–	﹤0.01%	3059
2024 Q1	$751	Hold	34	–	–	﹤0.01%	2983
2023 Q4	$700	Hold	34	–	–	﹤0.01%	2878
2023 Q3	$517	Hold	34	–	–	﹤0.01%	2804
2023 Q2	$586	Hold	34	–	–	﹤0.01%	2791
2023 Q1	$633	Hold	34	–	–	﹤0.01%	2769
2022 Q4	$577	Hold	34	–	–	﹤0.01%	2780
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	2539
2022 Q2	$1K	Buy	+34	New	+$830	﹤0.01%	2539
2021 Q4	$2K	Sell	53 -5	-9%	-$152	﹤0.01%	2371
2021 Q3	$2K	Hold	58	–	–	﹤0.01%	3269
2021 Q2	$2K	Hold	58	–	–	﹤0.01%	3340
2021 Q1	$1K	Buy	+58	New	+$1.48K	﹤0.01%	3324

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

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

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

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.39% 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

Harbour Investments's BBU Position: Q3 2025 in Review

Harbour Investments sold out of Brookfield Business Partners (BBU) in Q3 2025, closing a stake of 34 shares — an estimated $882 sold.

Harbour Investments first reported a position in BBU in Q1 2021 and held it in 17 quarters. The position peaked at $2K in Q4 2021. 66 funds tracked by Wall St. Rank hold BBU as of Q3 2025.

Harbour Investments reported no remaining Brookfield Business Partners position as of Q3 2025 after selling out during the quarter.
Harbour Investments sold 34 Brookfield Business Partners shares in Q3 2025, an estimated $882.
Harbour Investments first reported a position in Brookfield Business Partners in Q1 2021 and held it in 17 quarters.
Harbour Investments's Brookfield Business Partners position peaked at $2K in Q4 2021.
66 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.