Envestnet Asset Management’s Compañía de Cervecerías Unidas CCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
92,868
+8,120
| +10% | +$108K | ﹤0.01% | 3444 |
|
|
2025
Q4 | $1.08M | Buy |
84,748
+3,745
| +5% | +$47.4K | ﹤0.01% | 3219 |
|
|
2025
Q3 | $982K | Buy |
81,003
+2,960
| +4% | +$36.2K | ﹤0.01% | 3327 |
|
|
2025
Q2 | $1.01M | Buy |
78,043
+5,017
| +7% | +$71.4K | ﹤0.01% | 3276 |
|
|
2025
Q1 | $1.11M | Buy |
73,026
+15,323
| +27% | +$202K | ﹤0.01% | 3139 |
|
|
2024
Q4 | $654K | Buy |
57,703
+10,158
| +21% | +$115K | ﹤0.01% | 3430 |
|
|
2024
Q3 | $553K | Sell |
47,545
-97
| -0.2% | -$1.08K | ﹤0.01% | 3492 |
|
|
2024
Q2 | $542K | Buy |
47,642
+3,944
| +9% | +$48.5K | ﹤0.01% | 3401 |
|
|
2024
Q1 | $524K | Buy |
43,698
+7,135
| +20% | +$85.3K | ﹤0.01% | 3399 |
|
|
2023
Q4 | $458K | Buy |
36,563
+1,435
| +4% | +$17.4K | ﹤0.01% | 3378 |
|
|
2023
Q3 | $443K | Buy |
+35,128
| New | +$535K | ﹤0.01% | 3318 |
|
|
2022
Q2 | – | Sell |
-15,896
| Closed | -$238K | – | 3936 |
|
|
2022
Q1 | $238K | Sell |
15,896
-2,158
| -12% | -$34K | ﹤0.01% | 3579 |
|
|
2021
Q4 | $296K | Buy |
18,054
+5,822
| +48% | +$97.9K | ﹤0.01% | 3421 |
|
|
2021
Q3 | $211K | Buy |
12,232
+376
| +3% | +$7.48K | ﹤0.01% | 3480 |
|
|
2021
Q2 | $239K | Sell |
11,856
-534
| -4% | -$9.9K | ﹤0.01% | 3413 |
|
|
2021
Q1 | $219K | Sell |
12,390
-14,320
| -54% | -$248K | ﹤0.01% | 3297 |
|
|
2020
Q4 | $393K | Buy |
26,710
+2,671
| +11% | +$36.4K | ﹤0.01% | 2774 |
|
|
2020
Q3 | $312K | Buy |
24,039
+1,463
| +6% | +$20.6K | ﹤0.01% | 2718 |
|
|
2020
Q2 | $323K | Buy |
22,576
+11,881
| +111% | +$171K | ﹤0.01% | 2649 |
|
|
2020
Q1 | $143K | Buy |
+10,695
| New | +$179K | ﹤0.01% | 2789 |
|
|
2019
Q3 | – | Sell |
-25,450
| Closed | -$719K | – | 3084 |
|
|
2019
Q2 | $719K | Sell |
25,450
-5,511
| -18% | -$152K | ﹤0.01% | 2171 |
|
|
2019
Q1 | $912K | Buy |
30,961
+15,512
| +100% | +$433K | ﹤0.01% | 1968 |
|
|
2018
Q4 | $388K | Buy |
+15,449
| New | +$400K | ﹤0.01% | 2291 |
|
|
2017
Q1 | – | Sell |
-20,098
| Closed | -$421K | – | 3116 |
|
|
2016
Q4 | $421K | Buy |
20,098
+5,003
| +33% | +$103K | ﹤0.01% | 1584 |
|
|
2016
Q3 | $305K | Buy |
15,095
+4,225
| +39% | +$92.8K | ﹤0.01% | 1826 |
|
|
2016
Q2 | $254K | Buy |
10,870
+266
| +3% | +$5.89K | ﹤0.01% | 1958 |
|
|
2016
Q1 | $238K | Sell |
10,604
-129
| -1% | -$2.64K | ﹤0.01% | 1976 |
|
|
2015
Q4 | $232K | Buy |
10,733
+740
| +7% | +$17.1K | ﹤0.01% | 1952 |
|
|
2015
Q3 | $221K | Buy |
9,993
+69
| +0.7% | +$1.51K | ﹤0.01% | 1961 |
|
|
2015
Q2 | $210K | Buy |
+9,924
| New | +$218K | ﹤0.01% | 2111 |
|
Other funds holding CCU
DG
NAMI
BDLIB
