Atlas Capital Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History

Atlas Capital Advisors’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
2024 Q1	–	Sell	-2,376	Closed	-$29.8K	–	902
2023 Q4	$29.8K	Hold	2,376	–	–	﹤0.01%	653
2023 Q3	$29.9K	Hold	2,376	–	–	﹤0.01%	598
2023 Q2	$38.6K	Hold	2,376	–	–	0.01%	600
2023 Q1	$37.1K	Hold	2,376	–	–	0.01%	605
2022 Q4	$31.2K	Buy	+2,376	New	+$27.3K	0.01%	610
2022 Q3	–	Sell	-1,708	Closed	-$21.6K	–	927
2022 Q2	$21.6K	Buy	+1,708	New	+$23.2K	﹤0.01%	670

Other funds holding CCU

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atlas Capital Advisors's CCU Position: Q1 2024 in Review

Atlas Capital Advisors sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2024, closing a stake of 2,376 shares — an estimated $29.8K sold.

Atlas Capital Advisors first reported a position in CCU in Q2 2022 and held it in 6 quarters. The position peaked at $38.6K in Q2 2023. 81 funds tracked by Wall St. Rank hold CCU as of Q1 2024.

Atlas Capital Advisors reported no remaining Compañía de Cervecerías Unidas position as of Q1 2024 after selling out during the quarter.
Atlas Capital Advisors sold 2,376 Compañía de Cervecerías Unidas shares in Q1 2024, an estimated $29.8K.
Atlas Capital Advisors first reported a position in Compañía de Cervecerías Unidas in Q2 2022 and held it in 6 quarters.
Atlas Capital Advisors's Compañía de Cervecerías Unidas position peaked at $38.6K in Q2 2023.
81 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.