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Abound Wealth Management’s Compañía de Cervecerías Unidas CCU Stock Holding History

Abound Wealth Management’s Portfolio CCU Stock Details CCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20
Closed -$252 – 1360
2023
Q3 		$252 Hold
20
– – ﹤0.01% 1064
2023
Q2 		$325 Buy
+20
New +$319 ﹤0.01% 1011

Other funds holding CCU

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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Abound Wealth Management's CCU Position: Q4 2023 in Review

Abound Wealth Management sold out of Compañía de Cervecerías Unidas (CCU) in Q4 2023, closing a stake of 20 shares — an estimated $252 sold.

Abound Wealth Management first reported a position in CCU in Q2 2023 and held it in 2 quarters. The position peaked at $325 in Q2 2023. 95 funds tracked by Wall St. Rank hold CCU as of Q4 2023.

  • Abound Wealth Management reported no remaining Compañía de Cervecerías Unidas position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 20 Compañía de Cervecerías Unidas shares in Q4 2023, an estimated $252.
  • Abound Wealth Management first reported a position in Compañía de Cervecerías Unidas in Q2 2023 and held it in 2 quarters.
  • Abound Wealth Management's Compañía de Cervecerías Unidas position peaked at $325 in Q2 2023.
  • 95 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.