Beacon Capital Management LLC (Tennessee)’s Compañía de Cervecerías Unidas CCU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-165	Closed	-$2.08K	–	1081
2023 Q4	$2.08K	Hold	165	–	–	﹤0.01%	792
2023 Q3	$2.68K	Hold	165	–	–	﹤0.01%	798
2023 Q2	$2.68K	Hold	165	–	–	﹤0.01%	798
2023 Q1	$2.58K	Hold	165	–	–	﹤0.01%	730
2022 Q4	$2.17K	Buy	+165	New	+$1.9K	﹤0.01%	787

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

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

Beacon Capital Management LLC (Tennessee)'s CCU Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2024, closing a stake of 165 shares — an estimated $2.08K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CCU in Q4 2022 and held it in 5 quarters. The position peaked at $2.68K in Q3 2023. 80 funds tracked by Wall St. Rank hold CCU as of Q1 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining Compañía de Cervecerías Unidas position as of Q1 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 165 Compañía de Cervecerías Unidas shares in Q1 2024, an estimated $2.08K.
Beacon Capital Management LLC (Tennessee) first reported a position in Compañía de Cervecerías Unidas in Q4 2022 and held it in 5 quarters.
Beacon Capital Management LLC (Tennessee)'s Compañía de Cervecerías Unidas position peaked at $2.68K in Q3 2023.
80 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.