MBI
BBU

Montrusco Bolton Investments’s Brookfield Business Partners BBU Stock Holding History

Montrusco Bolton Investments’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
2025
Q2 		– Sell
-30,783
Closed -$721K – 77
2025
Q1 		$721K Sell
30,783
-13,083
-30% -$303K 0.01% 62
2024
Q4 		$1.03M Sell
43,866
-982
-2% -$23.4K 0.01% 60
2024
Q3 		$1.05M Sell
44,848
-654
-1% -$13.3K 0.01% 61
2024
Q2 		$862K Sell
45,502
-10,160
-18% -$195K 0.01% 57
2024
Q1 		$1.23M Sell
55,662
-3,692
-6% -$79.2K 0.01% 58
2023
Q4 		$1.23M Buy
59,354
+20,891
+54% +$334K 0.02% 59
2023
Q3 		$587K Sell
38,463
-1,854
-5% -$31K 0.01% 62
2023
Q2 		$695K Sell
40,317
-31,482
-44% -$575K 0.01% 64
2023
Q1 		$1.32M Sell
71,799
-5,570
-7% -$103K 0.03% 61
2022
Q4 		$1.31M Buy
77,369
+3,260
+4% +$63.2K 0.03% 63
2022
Q3 		$1.46M Buy
74,109
+6,153
+9% +$133K 0.04% 59
2022
Q2 		$1.44M Sell
67,956
-30,688
-31% -$750K 0.04% 60
2022
Q1 		$3.01M Sell
98,644
-45,758
-32% -$1.3M 0.07% 57
2021
Q4 		$4.26M Sell
144,402
-15,678
-10% -$475K 0.1% 57
2021
Q3 		$4.69M Buy
160,080
+47,541
+42% +$1.34M 0.13% 58
2021
Q2 		$3.34M Buy
112,539
+25,388
+29% +$718K 0.1% 59
2021
Q1 		$2.26M Buy
87,151
+32,059
+58% +$816K 0.07% 62
2020
Q4 		$1.34M Sell
55,092
-792
-1% -$17.5K 0.06% 58
2020
Q3 		$1.09M Buy
55,884
+47
+0.1% +$918 0.05% 58
2020
Q2 		$952K Buy
55,837
+10,907
+24% +$210K 0.05% 60
2020
Q1 		$721K Sell
44,930
-75,497
-63% -$1.83M 0.06% 59
2019
Q4 		$3.2M Sell
120,427
-7,737
-6% -$201K 0.18% 53
2019
Q3 		$3.22M Sell
128,164
-27,627
-18% -$656K 0.19% 53
2019
Q2 		$3.9M Buy
+155,791
New +$3.85M 0.25% 52

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return

Montrusco Bolton Investments's BBU Position: Q2 2025 in Review

Montrusco Bolton Investments sold out of Brookfield Business Partners (BBU) in Q2 2025, closing a stake of 30,783 shares — an estimated $721K sold.

Montrusco Bolton Investments first reported a position in BBU in Q2 2019 and held it in 24 quarters. The position peaked at $4.69M in Q3 2021. 64 funds tracked by Wall St. Rank hold BBU as of Q2 2025.

  • Montrusco Bolton Investments reported no remaining Brookfield Business Partners position as of Q2 2025 after selling out during the quarter.
  • Montrusco Bolton Investments sold 30,783 Brookfield Business Partners shares in Q2 2025, an estimated $721K.
  • Montrusco Bolton Investments first reported a position in Brookfield Business Partners in Q2 2019 and held it in 24 quarters.
  • Montrusco Bolton Investments's Brookfield Business Partners position peaked at $4.69M in Q3 2021.
  • 64 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q2 2025.

Based on Montrusco Bolton Investments's 13F filing for Q2 2025, filed 25 Jul 2025.