Capital Square’s AB InBev BUD Stock Holding History

Capital Square’s Portfolio BUD Stock Details BUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,290	Closed	-$285K	–	133
2023 Q1	$285K	Hold	4,290	–	–	0.26%	102
2022 Q4	$258K	Buy	+4,290	New	+$230K	0.23%	110
2022 Q3	–	Sell	-4,290	Closed	-$231K	–	135
2022 Q2	$231K	Buy	4,290 +100	+2%	+$5.62K	0.19%	113
2022 Q1	$251K	Hold	4,190	–	–	0.18%	123
2021 Q4	$262K	Hold	4,190	–	–	0.18%	127
2021 Q3	$236K	Buy	4,190 +500	+14%	+$31.4K	0.17%	134
2021 Q2	$252K	Buy	+3,690	New	+$269K	0.19%	124

Other funds holding BUD

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Square's BUD Position: Q2 2023 in Review

Capital Square sold out of AB InBev (BUD) in Q2 2023, closing a stake of 4,290 shares — an estimated $285K sold.

Capital Square first reported a position in BUD in Q2 2021 and held it in 7 quarters. The position peaked at $285K in Q1 2023. 488 funds tracked by Wall St. Rank hold BUD as of Q2 2023.

Capital Square reported no remaining AB InBev position as of Q2 2023 after selling out during the quarter.
Capital Square sold 4,290 AB InBev shares in Q2 2023, an estimated $285K.
Capital Square first reported a position in AB InBev in Q2 2021 and held it in 7 quarters.
Capital Square's AB InBev position peaked at $285K in Q1 2023.
488 funds tracked by Wall St. Rank held AB InBev as of Q2 2023.

Based on Capital Square's 13F filing for Q2 2023, filed 8 Aug 2023.