Marshall Wace
BBU

Marshall Wace’s Brookfield Business Partners BBU Stock Holding History

Marshall Wace’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
2020
Q4 		– Sell
-16,973
Closed -$330K – 1875
2020
Q3 		$330K Buy
+16,973
New +$332K ﹤0.01% 1344
2019
Q4 		– Sell
-29,633
Closed -$746K – 1691
2019
Q3 		$746K Buy
+29,633
New +$704K 0.01% 1007

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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Marshall Wace's BBU Position: Q4 2020 in Review

Marshall Wace sold out of Brookfield Business Partners (BBU) in Q4 2020, closing a stake of 16,973 shares — an estimated $330K sold.

Marshall Wace first reported a position in BBU in Q3 2019 and held it in 2 quarters. The position peaked at $746K in Q3 2019. 70 funds tracked by Wall St. Rank hold BBU as of Q4 2020.

  • Marshall Wace reported no remaining Brookfield Business Partners position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace sold 16,973 Brookfield Business Partners shares in Q4 2020, an estimated $330K.
  • Marshall Wace first reported a position in Brookfield Business Partners in Q3 2019 and held it in 2 quarters.
  • Marshall Wace's Brookfield Business Partners position peaked at $746K in Q3 2019.
  • 70 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2020.

Based on Marshall Wace's 13F filing for Q4 2020, filed 16 Feb 2021.