KFS
BBU

Kelly Financial Services’s Brookfield Business Partners BBU Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-2
Closed -$38 – 174
2024
Q2 		$38 Hold
2
– – ﹤0.01% 777
2024
Q1 		$45 Hold
2
– – ﹤0.01% 784
2023
Q4 		$42 Hold
2
– – ﹤0.01% 767
2023
Q3 		$31 Hold
2
– – ﹤0.01% 749
2023
Q2 		$35 Hold
2
– – ﹤0.01% 712
2023
Q1 		$38 Hold
2
– – ﹤0.01% 689
2022
Q4 		$34 Hold
2
– – ﹤0.01% 676
2022
Q3 		$39 Hold
2
– – ﹤0.01% 687
2022
Q2 		$43 Hold
2
– – ﹤0.01% 673
2022
Q1 		$62 Sell
2
-1
-33% -$28 ﹤0.01% 662
2021
Q4 		$93 Hold
3
– – ﹤0.01% 666
2021
Q3 		$93 Sell
3
-142
-98% -$4.01K ﹤0.01% 636
2021
Q2 		$2K Buy
145
+142
+4,733% +$4.01K ﹤0.01% 631
2021
Q1 		$81 Hold
3
– – ﹤0.01% 628
2020
Q4 		$76 Buy
+3
New +$66 ﹤0.01% 589

Other funds holding BBU

BC
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
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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Kelly Financial Services's BBU Position: Q3 2024 in Review

Kelly Financial Services sold out of Brookfield Business Partners (BBU) in Q3 2024, closing a stake of 2 shares — an estimated $38 sold.

Kelly Financial Services first reported a position in BBU in Q4 2020 and held it in 15 quarters. The position peaked at $2K in Q2 2021. 61 funds tracked by Wall St. Rank hold BBU as of Q3 2024.

  • Kelly Financial Services reported no remaining Brookfield Business Partners position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 2 Brookfield Business Partners shares in Q3 2024, an estimated $38.
  • Kelly Financial Services first reported a position in Brookfield Business Partners in Q4 2020 and held it in 15 quarters.
  • Kelly Financial Services's Brookfield Business Partners position peaked at $2K in Q2 2021.
  • 61 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.