Bogle Investment Management’s Compañía de Cervecerías Unidas CCU Stock Holding History

Bogle Investment Management’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
2020 Q2	–	Sell	-53,500	Closed	-$716K	–	325
2020 Q1	$716K	Buy	+53,500	New	+$895K	0.07%	183
2014 Q1	–	Sell	-73,200	Closed	-$1.76M	–	352
2013 Q4	$1.76M	Buy	+73,200	New	+$1.86M	0.15%	188

Other funds holding CCU

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Bogle Investment Management's CCU Position: Q2 2020 in Review

Bogle Investment Management sold out of Compañía de Cervecerías Unidas (CCU) in Q2 2020, closing a stake of 53,500 shares — an estimated $716K sold.

Bogle Investment Management first reported a position in CCU in Q4 2013 and held it in 2 quarters. The position peaked at $1.76M in Q4 2013. 81 funds tracked by Wall St. Rank hold CCU as of Q2 2020.

Bogle Investment Management reported no remaining Compañía de Cervecerías Unidas position as of Q2 2020 after selling out during the quarter.
Bogle Investment Management sold 53,500 Compañía de Cervecerías Unidas shares in Q2 2020, an estimated $716K.
Bogle Investment Management first reported a position in Compañía de Cervecerías Unidas in Q4 2013 and held it in 2 quarters.
Bogle Investment Management's Compañía de Cervecerías Unidas position peaked at $1.76M in Q4 2013.
81 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2020.

Based on Bogle Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.