Ameritas Advisory Services’s Compañía de Cervecerías Unidas CCU Stock Holding History

Ameritas Advisory Services’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
2025 Q1	–	Sell	-16,732	Closed	-$190K	–	864
2024 Q4	$190K	Sell	16,732 -2,667	-14%	-$30.1K	0.01%	843
2024 Q3	$226K	Sell	19,399 -480	-2%	-$5.37K	0.01%	773
2024 Q2	$226K	Sell	19,879 -1,135	-5%	-$14K	0.01%	824
2024 Q1	$252K	Sell	21,014 -21,608	-51%	-$258K	0.01%	754
2023 Q4	$534K	Sell	42,622 -20,904	-33%	-$253K	0.03%	415
2023 Q3	$800K	Buy	+63,526	New	+$968K	0.04%	385
2023 Q2	–	Sell	-60,945	Closed	-$925K	–	849
2023 Q1	$925K	Buy	60,945 +580	+1%	+$8.68K	0.05%	332
2022 Q4	$792K	Buy	60,365 +24,869	+70%	+$286K	0.04%	409
2022 Q3	$383K	Buy	35,496 +2,797	+9%	+$30.9K	0.02%	510
2022 Q2	$413K	Buy	+32,699	New	+$444K	0.02%	513

Other funds holding CCU

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

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

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

BennBridge Edinburgh, United Kingdom $120M AUM 32.19% 1-Year Est. Return

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

BDLIB

Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg $3.34B AUM 11.13% 1-Year Est. Return

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Advisory Services's CCU Position: Q1 2025 in Review

Ameritas Advisory Services sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2025, closing a stake of 16,732 shares — an estimated $190K sold.

Ameritas Advisory Services first reported a position in CCU in Q2 2022 and held it in 10 quarters. The position peaked at $925K in Q1 2023. 78 funds tracked by Wall St. Rank hold CCU as of Q1 2025.

Ameritas Advisory Services reported no remaining Compañía de Cervecerías Unidas position as of Q1 2025 after selling out during the quarter.
Ameritas Advisory Services sold 16,732 Compañía de Cervecerías Unidas shares in Q1 2025, an estimated $190K.
Ameritas Advisory Services first reported a position in Compañía de Cervecerías Unidas in Q2 2022 and held it in 10 quarters.
Ameritas Advisory Services's Compañía de Cervecerías Unidas position peaked at $925K in Q1 2023.
78 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2025.

Based on Ameritas Advisory Services's 13F filing for Q1 2025, filed 25 Apr 2025.