Jamison Private Wealth Management’s Brookfield Business Partners BBU Stock Holding History

Jamison Private Wealth 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 Q4	–	Sell	-4,299	Closed	-$100K	–	224
2024 Q3	$100K	Hold	4,299	–	–	0.02%	226
2024 Q2	$81K	Hold	4,299	–	–	0.01%	225
2024 Q1	$95K	Hold	4,299	–	–	0.02%	218
2023 Q4	$88.5K	Hold	4,299	–	–	0.02%	208
2023 Q3	$65.3K	Buy	+4,299	New	+$71.8K	0.01%	215

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TWC

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jamison Private Wealth Management's BBU Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Brookfield Business Partners (BBU) in Q4 2024, closing a stake of 4,299 shares — an estimated $100K sold.

Jamison Private Wealth Management first reported a position in BBU in Q3 2023 and held it in 5 quarters. The position peaked at $100K in Q3 2024. 64 funds tracked by Wall St. Rank hold BBU as of Q4 2024.

Jamison Private Wealth Management reported no remaining Brookfield Business Partners position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 4,299 Brookfield Business Partners shares in Q4 2024, an estimated $100K.
Jamison Private Wealth Management first reported a position in Brookfield Business Partners in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Brookfield Business Partners position peaked at $100K in Q3 2024.
64 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.