Charter Oak Capital Management’s AB InBev BUD Stock Holding History

Charter Oak Capital Management’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
2022 Q1	–	Sell	-200	Closed	-$12K	–	965
2021 Q4	$12K	Buy	+200	New	+$11.6K	﹤0.01%	589
2021 Q2	–	Sell	-200	Closed	-$13K	–	807
2021 Q1	$13K	Hold	200	–	–	﹤0.01%	498
2020 Q4	$14K	Buy	+200	New	+$12.7K	﹤0.01%	462

Other funds holding BUD

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

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

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

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

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

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

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Charter Oak Capital Management's BUD Position: Q1 2022 in Review

Charter Oak Capital Management sold out of AB InBev (BUD) in Q1 2022, closing a stake of 200 shares — an estimated $12K sold.

Charter Oak Capital Management first reported a position in BUD in Q4 2020 and held it in 3 quarters. The position peaked at $14K in Q4 2020. 505 funds tracked by Wall St. Rank hold BUD as of Q1 2022.

Charter Oak Capital Management reported no remaining AB InBev position as of Q1 2022 after selling out during the quarter.
Charter Oak Capital Management sold 200 AB InBev shares in Q1 2022, an estimated $12K.
Charter Oak Capital Management first reported a position in AB InBev in Q4 2020 and held it in 3 quarters.
Charter Oak Capital Management's AB InBev position peaked at $14K in Q4 2020.
505 funds tracked by Wall St. Rank held AB InBev as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.