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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
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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.