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

Atria 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
2019
Q3 		– Sell
-9,050
Closed -$221K – 879
2019
Q2 		$221K Buy
9,050
+1,057
+13% +$29.1K 0.01% 871
2019
Q1 		$235K Buy
+7,993
New +$223K 0.01% 803

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atria Investments's CCU Position: Q3 2019 in Review

Atria Investments sold out of Compañía de Cervecerías Unidas (CCU) in Q3 2019, closing a stake of 9,050 shares — an estimated $221K sold.

Atria Investments first reported a position in CCU in Q1 2019 and held it in 2 quarters. The position peaked at $235K in Q1 2019. 108 funds tracked by Wall St. Rank hold CCU as of Q3 2019.

  • Atria Investments reported no remaining Compañía de Cervecerías Unidas position as of Q3 2019 after selling out during the quarter.
  • Atria Investments sold 9,050 Compañía de Cervecerías Unidas shares in Q3 2019, an estimated $221K.
  • Atria Investments first reported a position in Compañía de Cervecerías Unidas in Q1 2019 and held it in 2 quarters.
  • Atria Investments's Compañía de Cervecerías Unidas position peaked at $235K in Q1 2019.
  • 108 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2019.

Based on Atria Investments's 13F filing for Q3 2019, filed 14 Nov 2019.