SHIM
BBU

Stone House Investment Management’s Brookfield Business Partners BBU Stock Holding History

Stone House 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
2024
Q4 		– Sell
-137
Closed -$3.19K – 79
2024
Q3 		$3.19K Buy
+137
New +$2.79K ﹤0.01% 307
2024
Q2 		– Sell
-103
Closed -$2.28K – 387
2024
Q1 		$2.28K Hold
103
– – ﹤0.01% 336
2023
Q4 		$2.12K Buy
+103
New +$1.65K ﹤0.01% 261

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 35.95% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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 $304B AUM 35.64% 1-Year Est. Return

Stone House Investment Management's BBU Position: Q4 2024 in Review

Stone House Investment Management sold out of Brookfield Business Partners (BBU) in Q4 2024, closing a stake of 137 shares — an estimated $3.19K sold.

Stone House Investment Management first reported a position in BBU in Q4 2023 and held it in 3 quarters. The position peaked at $3.19K in Q3 2024. 64 funds tracked by Wall St. Rank hold BBU as of Q4 2024.

  • Stone House Investment Management reported no remaining Brookfield Business Partners position as of Q4 2024 after selling out during the quarter.
  • Stone House Investment Management sold 137 Brookfield Business Partners shares in Q4 2024, an estimated $3.19K.
  • Stone House Investment Management first reported a position in Brookfield Business Partners in Q4 2023 and held it in 3 quarters.
  • Stone House Investment Management's Brookfield Business Partners position peaked at $3.19K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2024.

Based on Stone House Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.