Karpas Strategies’s Brookfield Business Partners BBU Stock Holding History

Karpas Strategies’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
2022 Q1	–	Sell	-7,224	Closed	-$214K	–	124
2021 Q4	$214K	Buy	7,224 +428	+6%	+$13K	0.07%	120
2021 Q3	$211K	Hold	6,796	–	–	0.07%	114
2021 Q2	$202K	Buy	+6,796	New	+$192K	0.07%	115
2019 Q2	–	Sell	-7,879	Closed	-$200K	–	124
2019 Q1	$200K	Buy	+7,879	New	+$176K	0.08%	120
2018 Q4	–	Sell	-7,927	Closed	-$233K	–	116
2018 Q3	$233K	Buy	+7,927	New	+$211K	0.1%	108

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

TWC

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Karpas Strategies's BBU Position: Q1 2022 in Review

Karpas Strategies sold out of Brookfield Business Partners (BBU) in Q1 2022, closing a stake of 7,224 shares — an estimated $214K sold.

Karpas Strategies first reported a position in BBU in Q3 2018 and held it in 5 quarters. The position peaked at $233K in Q3 2018. 60 funds tracked by Wall St. Rank hold BBU as of Q1 2022.

Karpas Strategies reported no remaining Brookfield Business Partners position as of Q1 2022 after selling out during the quarter.
Karpas Strategies sold 7,224 Brookfield Business Partners shares in Q1 2022, an estimated $214K.
Karpas Strategies first reported a position in Brookfield Business Partners in Q3 2018 and held it in 5 quarters.
Karpas Strategies's Brookfield Business Partners position peaked at $233K in Q3 2018.
60 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2022.

Based on Karpas Strategies's 13F filing for Q1 2022, filed 19 Apr 2022.