HSBC Holdings
BBU

HSBC Holdings’s Brookfield Business Partners BBU Stock Holding History

HSBC Holdings’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
2023
Q4 		– Sell
-30,900
Closed -$476K – 2728
2023
Q3 		$476K Buy
+30,900
New +$516K ﹤0.01% 2003
2019
Q3 		– Sell
-280,440
Closed -$6.9M – 3061
2019
Q2 		$6.9M Buy
+280,440
New +$6.94M 0.01% 1012

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
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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HSBC Holdings's BBU Position: Q4 2023 in Review

HSBC Holdings sold out of Brookfield Business Partners (BBU) in Q4 2023, closing a stake of 30,900 shares — an estimated $476K sold.

HSBC Holdings first reported a position in BBU in Q2 2019 and held it in 2 quarters. The position peaked at $6.9M in Q2 2019. 65 funds tracked by Wall St. Rank hold BBU as of Q4 2023.

  • HSBC Holdings reported no remaining Brookfield Business Partners position as of Q4 2023 after selling out during the quarter.
  • HSBC Holdings sold 30,900 Brookfield Business Partners shares in Q4 2023, an estimated $476K.
  • HSBC Holdings first reported a position in Brookfield Business Partners in Q2 2019 and held it in 2 quarters.
  • HSBC Holdings's Brookfield Business Partners position peaked at $6.9M in Q2 2019.
  • 65 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2023.

Based on HSBC Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.