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

Berman 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
2021 Q3	$1K	Sell	87 -117	-57%	-$2.33K	﹤0.01%	1827
2021 Q2	$4K	Buy	204 +3	+1%	+$56	﹤0.01%	1388
2021 Q1	$3K	Buy	201 +44	+28%	+$762	﹤0.01%	1401
2020 Q4	$2K	Buy	157 +2	+1%	+$27	﹤0.01%	1380
2020 Q3	$2K	Sell	155 -143	-48%	-$2.02K	﹤0.01%	1264
2020 Q2	$4K	Buy	298 +76	+34%	+$1.09K	﹤0.01%	1031
2020 Q1	$2K	Buy	222 +177	+393%	+$2.96K	﹤0.01%	1107
2019 Q4	$0	Sell	45 -13	-22%	-$258	﹤0.01%	1469
2019 Q3	$1K	Sell	58 -404	-87%	-$10.2K	﹤0.01%	1294
2019 Q2	$13K	Sell	462 -24	-5%	-$660	﹤0.01%	634
2019 Q1	$14K	Buy	486 +430	+768%	+$12K	﹤0.01%	548
2018 Q4	$1K	Buy	+56	New	+$1.45K	﹤0.01%	956

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return

Berman Capital Advisors's CCU Position: Q3 2021 in Review

Berman Capital Advisors reduced its Compañía de Cervecerías Unidas (CCU) stake by 57% in Q3 2021, selling an estimated $2.33K and leaving 87 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Berman Capital Advisors first reported a position in CCU in Q4 2018 and has held it in 12 quarters since. The position peaked at $14K in Q1 2019. 70 funds tracked by Wall St. Rank hold CCU as of Q3 2021.

Berman Capital Advisors held 87 shares of Compañía de Cervecerías Unidas worth $1K as of Q3 2021.
Berman Capital Advisors sold 117 Compañía de Cervecerías Unidas shares in Q3 2021, an estimated $2.33K.
Compañía de Cervecerías Unidas made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1827 holding.
Berman Capital Advisors first reported a position in Compañía de Cervecerías Unidas in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Compañía de Cervecerías Unidas position peaked at $14K in Q1 2019.
70 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.