Sonora Investment Management’s Brookfield Business Partners BBU Stock Holding History

Sonora Investment Management’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
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	1031
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	935
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	1691
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	1634
2020 Q3	$0	Hold	22	–	–	﹤0.01%	1776
2020 Q2	$0	Hold	22	–	–	﹤0.01%	1776
2020 Q1	$0	Hold	22	–	–	﹤0.01%	1674
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	1623
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	1617
2019 Q2	$1K	Buy	+22	New	+$544	﹤0.01%	1628

Other funds holding BBU

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sonora Investment Management's BBU Position: Q3 2021 in Review

Sonora Investment Management held its Brookfield Business Partners (BBU) position steady in Q3 2021 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Sonora Investment Management first reported a position in BBU in Q2 2019 and has held it in 10 quarters since. 68 funds tracked by Wall St. Rank hold BBU as of Q3 2021.

Sonora Investment Management held 22 shares of Brookfield Business Partners worth $1K as of Q3 2021.
Sonora Investment Management left its Brookfield Business Partners share count unchanged in Q3 2021.
Brookfield Business Partners made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1031 holding.
Sonora Investment Management first reported a position in Brookfield Business Partners in Q2 2019 and has held it in 10 quarters since.
68 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.