Creative Planning’s Compañía de Cervecerías Unidas CCU Stock Holding History

Creative Planning’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
2024 Q3	–	Sell	-15,623	Closed	-$178K	–	3210
2024 Q2	$178K	Sell	15,623 -30	-0.2%	-$369	﹤0.01%	2710
2024 Q1	$188K	Sell	15,653 -193	-1%	-$2.31K	﹤0.01%	2582
2023 Q4	$199K	Sell	15,846 -5,613	-26%	-$67.9K	﹤0.01%	2441
2023 Q3	$270K	Buy	21,459 +134	+0.6%	+$2.04K	﹤0.01%	2024
2023 Q2	$346K	Buy	21,325 +1,133	+6%	+$18.1K	﹤0.01%	1801
2023 Q1	$316K	Buy	20,192 +8,644	+75%	+$129K	﹤0.01%	1778
2022 Q4	$152K	Buy	+11,548	New	+$133K	﹤0.01%	2076
2014 Q4	–	Sell	-200	Closed	-$4K	–	4165
2014 Q3	$4K	Buy	+200	New	+$4.45K	﹤0.01%	3376
2013 Q3	–	Sell	-300	Closed	-$9K	–	3218
2013 Q2	$9K	Buy	+300	New	+$9.12K	﹤0.01%	2312

Other funds holding CCU

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's CCU Position: Q3 2024 in Review

Creative Planning sold out of Compañía de Cervecerías Unidas (CCU) in Q3 2024, closing a stake of 15,623 shares — an estimated $178K sold.

Creative Planning first reported a position in CCU in Q2 2013 and held it in 9 quarters. The position peaked at $346K in Q2 2023. 61 funds tracked by Wall St. Rank hold CCU as of Q3 2024.

Creative Planning reported no remaining Compañía de Cervecerías Unidas position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 15,623 Compañía de Cervecerías Unidas shares in Q3 2024, an estimated $178K.
Creative Planning first reported a position in Compañía de Cervecerías Unidas in Q2 2013 and held it in 9 quarters.
Creative Planning's Compañía de Cervecerías Unidas position peaked at $346K in Q2 2023.
61 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.