RI
BBU

Ridgewood Investments’s Brookfield Business Partners BBU Stock Holding History

Ridgewood 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
2024
Q4 		– Sell
-1
Closed -$13 – 722
2024
Q3 		$13 Hold
1
– – ﹤0.01% 727
2024
Q2 		$27 Buy
+1
New +$19 ﹤0.01% 785
2023
Q3 		– Sell
-1
Closed -$25 – 228
2023
Q2 		$25 Sell
1
-1
-50% -$18 ﹤0.01% 828
2023
Q1 		$45 Buy
+2
New +$37 ﹤0.01% 816

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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

Ridgewood Investments's BBU Position: Q4 2024 in Review

Ridgewood Investments sold out of Brookfield Business Partners (BBU) in Q4 2024, closing a stake of 1 share — an estimated $13 sold.

Ridgewood Investments first reported a position in BBU in Q1 2023 and held it in 4 quarters. The position peaked at $45 in Q1 2023. 64 funds tracked by Wall St. Rank hold BBU as of Q4 2024.

  • Ridgewood Investments reported no remaining Brookfield Business Partners position as of Q4 2024 after selling out during the quarter.
  • Ridgewood Investments sold 1 Brookfield Business Partners share in Q4 2024, an estimated $13.
  • Ridgewood Investments first reported a position in Brookfield Business Partners in Q1 2023 and held it in 4 quarters.
  • Ridgewood Investments's Brookfield Business Partners position peaked at $45 in Q1 2023.
  • 64 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2024.

Based on Ridgewood Investments's 13F filing for Q4 2024, filed 10 Jan 2025.