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Brookfield Business Partners unit shares owned by Caldwell Investment Management

Quarter-by-quarter ownership of Brookfield Business Partners unit (BBU) shares owned by Caldwell Investment Management from 13F filings

Historical chart of Caldwell Investment Management investment in Brookfield Business Partners unit

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20251.2M1.4M1.6M1.8M2M50k60k70k80k
Value ($)Share countHistorical BBU position of Caldwell Investment Management Source: stockzoa.comValue ($)Share count

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All positions including Brookfield Business Partners unit held by Caldwell Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Business Partners unit by Caldwell Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 79k 21.99
2022-06-30 $1.2M 45k 27.26
2022-03-31 $1.4M 45k 30.77
2021-12-31 $2.1M 45k 46.15