AdvisorShares Investments’s Compañía de Cervecerías Unidas CCU Stock Holding History

AdvisorShares Investments’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	-25,869	Closed	-$326K	–	280
2023 Q3	$326K	Sell	25,869 -3,596	-12%	-$54.8K	0.09%	171
2023 Q2	$478K	Buy	29,465 +2,165	+8%	+$34.5K	0.14%	71
2023 Q1	$427K	Buy	+27,300	New	+$409K	0.13%	83

Other funds holding CCU

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AdvisorShares Investments's CCU Position: Q4 2023 in Review

AdvisorShares Investments sold out of Compañía de Cervecerías Unidas (CCU) in Q4 2023, closing a stake of 25,869 shares — an estimated $326K sold.

AdvisorShares Investments first reported a position in CCU in Q1 2023 and held it in 3 quarters. The position peaked at $478K in Q2 2023. 95 funds tracked by Wall St. Rank hold CCU as of Q4 2023.

AdvisorShares Investments reported no remaining Compañía de Cervecerías Unidas position as of Q4 2023 after selling out during the quarter.
AdvisorShares Investments sold 25,869 Compañía de Cervecerías Unidas shares in Q4 2023, an estimated $326K.
AdvisorShares Investments first reported a position in Compañía de Cervecerías Unidas in Q1 2023 and held it in 3 quarters.
AdvisorShares Investments's Compañía de Cervecerías Unidas position peaked at $478K in Q2 2023.
95 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2023.

Based on AdvisorShares Investments's 13F filing for Q4 2023, filed 13 Feb 2024.