HIM
BBU

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

Hillsdale 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
2024
Q2 		– Sell
-21
Closed -$467 – 581
2024
Q1 		$467 Hold
21
– – ﹤0.01% 583
2023
Q4 		$434 Hold
21
– – ﹤0.01% 560
2023
Q3 		$319 Sell
21
-251,300
-100% -$4.2M ﹤0.01% 560
2023
Q2 		$4.33M Buy
251,321
+251,300
+1,196,667% +$4.59M 0.4% 87
2023
Q1 		$387 Hold
21
– – ﹤0.01% 551
2022
Q4 		$355 Hold
21
– – ﹤0.01% 545
2022
Q3 		$0 Hold
21
– – ﹤0.01% 544
2022
Q2 		$0 Sell
21
-338,200
-100% -$8.26M ﹤0.01% 545
2022
Q1 		$10.3M Sell
338,221
-394,662
-54% -$11.2M 0.67% 27
2021
Q4 		$21.6M Buy
+732,883
New +$22.2M 1.45% 16
2020
Q2 		– Sell
-352,420
Closed -$5.72M – 567
2020
Q1 		$5.72M Buy
352,420
+147,387
+72% +$3.58M 0.69% 32
2019
Q4 		$5.43M Buy
205,033
+21,812
+12% +$566K 0.47% 47
2019
Q3 		$4.61M Buy
183,221
+25,396
+16% +$603K 0.4% 50
2019
Q2 		$3.94M Buy
157,825
+41,754
+36% +$1.03M 0.39% 48
2019
Q1 		$2.96M Sell
116,071
-403,678
-78% -$9.01M 0.27% 58
2018
Q4 		$10.2M Sell
519,749
-259,874
-33% -$6.31M 1.21% 25
2018
Q3 		$22.9M Buy
779,623
+277,947
+55% +$7.41M 3.01% 4
2018
Q2 		$12.3M Buy
501,676
+74,161
+17% +$1.83M 1.52% 22
2018
Q1 		$9.89M Buy
427,515
+146,140
+52% +$3.43M 1.38% 24
2017
Q4 		$6.21M Buy
281,375
+29,602
+12% +$586K 1% 31
2017
Q3 		$4.8M Buy
251,773
+9,504
+4% +$178K 0.81% 30
2017
Q2 		$4.21M Buy
+242,269
New +$4.07M 0.82% 29

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 35.96% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Hillsdale Investment Management's BBU Position: Q2 2024 in Review

Hillsdale Investment Management sold out of Brookfield Business Partners (BBU) in Q2 2024, closing a stake of 21 shares — an estimated $467 sold.

Hillsdale Investment Management first reported a position in BBU in Q2 2017 and held it in 22 quarters. The position peaked at $22.9M in Q3 2018. 59 funds tracked by Wall St. Rank hold BBU as of Q2 2024.

  • Hillsdale Investment Management reported no remaining Brookfield Business Partners position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 21 Brookfield Business Partners shares in Q2 2024, an estimated $467.
  • Hillsdale Investment Management first reported a position in Brookfield Business Partners in Q2 2017 and held it in 22 quarters.
  • Hillsdale Investment Management's Brookfield Business Partners position peaked at $22.9M in Q3 2018.
  • 59 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q2 2024.

Based on Hillsdale Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.