EWA
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EverSource Wealth Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$28.8K Buy
2,536
+347
+16% +$4.62K ﹤0.01% 2264
2025
Q4 		$27.9K Buy
2,189
+80
+4% +$1.01K ﹤0.01% 2164
2025
Q3 		$25.6K Sell
2,109
-1,124
-35% -$13.7K ﹤0.01% 2173
2025
Q2 		$41.8K Buy
3,233
+2,994
+1,253% +$42.6K ﹤0.01% 1740
2025
Q1 		$3.63K Buy
239
+149
+166% +$1.97K ﹤0.01% 2650
2024
Q4 		$1.02K Sell
90
-413
-82% -$4.66K ﹤0.01% 2957
2024
Q3 		$5.85K Sell
503
-3
-0.6% -$34 ﹤0.01% 2162
2024
Q2 		$5.56K Buy
506
+426
+533% +$5.24K ﹤0.01% 2186
2024
Q1 		$968 Buy
+80
New +$957 ﹤0.01% 2593

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $864M AUM 1.38% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
BDLIB
Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg $3.34B AUM 11.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return