Simplex Trading’s Brookfield Business Partners BBU Stock Holding History

Simplex Trading’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 Q4	–	Sell	-676	Closed	-$13.1K	–	9197
2022 Q3	$13K	Buy	+676	New	+$14.6K	﹤0.01%	7960
2021 Q4	–	Sell	-720	Closed	-$21.8K	–	10461
2021 Q3	$21K	Hold	720	–	–	﹤0.01%	8390
2021 Q2	$21K	Sell	720 -469	-39%	-$13.3K	﹤0.01%	8531
2021 Q1	$30K	Buy	+1,189	New	+$30.3K	﹤0.01%	7115
2020 Q4	–	Sell	-1,189	Closed	-$26.3K	–	8321
2020 Q3	$22K	Sell	1,189 -276	-19%	-$5.39K	﹤0.01%	6295
2020 Q2	$28K	Sell	1,465 -1,648	-53%	-$31.7K	﹤0.01%	5957
2020 Q1	$50K	Buy	3,113 +2,914	+1,464%	+$70.7K	﹤0.01%	5124
2019 Q4	$5K	Buy	+199	New	+$5.16K	﹤0.01%	6678

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Simplex Trading's BBU Position: Q4 2022 in Review

Simplex Trading sold out of Brookfield Business Partners (BBU) in Q4 2022, closing a stake of 676 shares — an estimated $13.1K sold.

Simplex Trading first reported a position in BBU in Q4 2019 and held it in 8 quarters. The position peaked at $50K in Q1 2020. 57 funds tracked by Wall St. Rank hold BBU as of Q4 2022.

Simplex Trading reported no remaining Brookfield Business Partners position as of Q4 2022 after selling out during the quarter.
Simplex Trading sold 676 Brookfield Business Partners shares in Q4 2022, an estimated $13.1K.
Simplex Trading first reported a position in Brookfield Business Partners in Q4 2019 and held it in 8 quarters.
Simplex Trading's Brookfield Business Partners position peaked at $50K in Q1 2020.
57 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2022.

Based on Simplex Trading's 13F filing for Q4 2022, filed 2 Feb 2023.