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
2023 Q1	–	Sell	-400	Closed	-$6K	–	9006
2022 Q4	$6K	Buy	+400	New	+$7.75K	﹤0.01%	7904
2022 Q1	–	Sell	-2,181	Closed	-$64K	–	10373
2021 Q4	$64K	Buy	+2,181	New	+$66.1K	﹤0.01%	6888
2021 Q1	–	Sell	-8	Closed	-$18K	–	8795
2020 Q4	$18K	Buy	8 +6	+300%	+$133	﹤0.01%	7022
2020 Q3	$3K	Sell	2 -9	-82%	-$176	﹤0.01%	7262
2020 Q2	$21K	Buy	11 +5	+83%	+$96	﹤0.01%	6170
2020 Q1	$10K	Buy	6 +4	+200%	+$97	﹤0.01%	6455
2019 Q4	$4K	Sell	2 -23	-92%	-$597	﹤0.01%	6751
2019 Q3	$2K	Buy	+25	New	+$594	﹤0.01%	6895

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.